Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael Hirschey is a financial advisor who has been in the industry since 1995. William Michael Hirschey is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2014. Prior to that, William Michael Hirschey was with U.S. BANCORP INVESTMENTS, INC. and WELLS FARGO ADVISORS, LLC. William Michael Hirschey is a licensed securities professional with Series 6, 7 and 63 licenses, and 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.
1
2
MN
06/17/2014 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
10/02/2012 - 06/11/2014
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MO
01/03/2011 - 10/02/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MN
11/02/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
CA
04/04/2000 - 11/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
04/05/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
09/01/1998 - 04/03/2000
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
SC
01/31/1995 - 06/02/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
11/04/1991 - 09/15/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/04/1991 - 09/15/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1998
Series 6 - Investment Company Products/Variable Contracts 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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