Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gear is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 30 years of experience in the financial industry. William has a wide range of experience, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., NationsSecurities, NationsBanc Securities, Inc., NationsBanc Securities of Georgia, Inc., Barnett Brokerage Service, Inc., Beaconsfield Financial Services, Inc., ISFA Corporation, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. William has a strong track record of success in providing investment advice to individuals and institutions. William holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam.
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.
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2
FL
07/14/2014 - Present
Wells Fargo Advisors Financial Network, LLC (MELBOURNE FL)
FL
10/23/2009 - 07/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELBOURNE FL)
FL
01/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELBOURNE FL)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
03/31/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
01/11/1991 - 03/31/1992
NATIONSBANC SECURITIES OF GEORGIA, INC.
FL
07/21/1986 - 01/16/1991
BARNETT BROKERAGE SERVICE, INC. (JACKSONVILLE FL)
NA
02/20/1986 - 07/24/1986
BEACONSFIELD FINANCIAL SERVICES, INC.
NA
10/26/1984 - 03/03/1986
ISFA CORPORATION
NA
01/15/1982 - 10/01/1984
EQUICO SECURITIES, INC.
NA
01/15/1982 - 10/01/1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 06/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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