Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Meredith is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since January 2011. William has held previous roles at Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Cal Fed Investments, and BA Investment Services, Inc. William holds a Series 6, 7, 63, and 65 licenses, and is registered in 17 states. William offers a variety of investment services including financial planning, portfolio management, and investment consulting.
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
ID
11/30/2018 - Present
Wells Fargo Clearing Services, LLC (BOISE ID)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (VALENCIA CA)
CA
01/14/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
07/02/1999 - 01/19/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
09/08/1997 - 06/14/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 05/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1997
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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