Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Meyer is a financial advisor registered with Wells Fargo Clearing Services, LLC. William has been in the industry since January 17, 2014, and is licensed to provide financial services in several states. Prior to joining Wells Fargo Clearing Services, LLC, William was employed by AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. William has a Series 66, Series 63 and Series 7 licenses. William's specializations include securities, investment advisory, financial planning, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/27/2017 - Present
Wells Fargo Clearing Services, LLC (ANAHEIM CA)
NY
10/27/1998 - 04/14/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/27/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
10/31/1996 - 12/31/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
01/25/1996 - 09/17/1996
MUTUAL SERVICE CORPORATION (BOSTON MA)
BOTH
Issued 07/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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