Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Meier is a financial advisor who has been working in the industry since 2007. William currently works for Wells Fargo Clearing Services, LLC, a firm with over $10 billion in assets under management. William is registered to provide financial advice in several states, including Texas, Arizona, Arkansas, Florida, Georgia, Illinois, Massachusetts, Michigan, Missouri, Nevada, New Jersey, Ohio, Oklahoma, and Wyoming. William has the Series 63, Series 65, Series 7, and SIE licenses. In the past, William has worked for J.P. Morgan Securities LLC and Chase Investment Services Corp. William is a licensed investment advisor. William's firm offers a range of services including investment consulting, financial planning, pension consulting, and portfolio management. William has a strong track record of providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
08/10/2015 - Present
Wells Fargo Clearing Services, LLC (ROANOKE TX)
TX
10/01/2012 - 08/18/2015
J.P. MORGAN SECURITIES LLC (FT. WORTH TX)
TX
11/27/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BEDFORD TX)
TX
07/10/2007 - 12/04/2009
ALLSTATE FINANCIAL SERVICES, LLC (ARLINGTON TX)
TX
04/24/2006 - 06/01/2006
AMERIPRISE FINANCIAL SERVICES, INC. (HURST TX)
IA
Issued 09/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2006
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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