Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Leonard Leone is a financial professional with over 16 years of experience in the financial services industry. William has a strong track record of providing investment advice and financial planning services to a wide range of clients. William currently holds a Series 7, Series 66, and SIE license, and is registered with Wells Fargo Clearing Services, LLC. William has specialized in various areas including Investment Consulting, Financial Planning, Pension Consulting, and Portfolio Management. William's previous experience includes working with A.G. Edwards & Sons, Inc. and Wells Fargo Clearing Services, LLC in Massachusetts. William is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
MO
03/08/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MA
01/01/2008 - 09/17/2018
WELLS FARGO CLEARING SERVICES, LLC (HYANNIS MA)
MA
05/07/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORWELL MA)
BOTH
Issued 05/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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