Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McAleer is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been a financial advisor since December 1993 and has experience in the financial services industry for over 29 years. William is registered as a Registered Representative and an Investment Advisor Representative in Alabama. William has passed the Series 7, Series 9, Series 10, Series 63, and Series 65 exams.
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
AL
01/07/2008 - Present
Wells Fargo Advisors Financial Network, LLC (GULF SHORES AL)
AL
08/10/2001 - 01/07/2008
NBC SECURITIES, INC. (GULF SHORES AL)
TN
12/16/1993 - 08/17/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 02/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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