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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Molfetto is a financial advisor with over 35 years of experience in the industry. William currently works for Wells Fargo Clearing Services, LLC, in El Paso, Texas. Previously, William worked at UBS Financial Services Inc. in Birmingham, Michigan and Wachovia Securities, LLC in New York, New York. William has a broad range of experience working with clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. William has a strong track record of success in providing investment advice, financial planning, and portfolio management services. William is a licensed securities professional and is registered with FINRA and the state of Texas. William is also a registered investment advisor. William is committed to providing his clients with the highest level of personalized service and investment advice.
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
TX
09/15/2009 - Present
Wells Fargo Clearing Services, LLC (EL PASO TX)
MI
08/22/2006 - 06/25/2009
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
NY
07/01/2003 - 02/24/2006
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NY
11/19/1990 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/24/1985 - 11/27/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/27/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/28/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1991
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
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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