Unclaimed
William Bellamy is an investment advisor representative registered with Thompson Siegel & Walmsley LLC in Richmond, Virginia. William has been working in the industry since 1988 and holds the Series 7 and Series 63 securities licenses. William specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. William is a CFA charterholder.
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.
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.
Strategic management for diversified investment portfolios.
Unified managed accounts
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
01/22/2003 - Present
Thompson Siegel & Walmsley LLC (RICHMOND VA)
MO
10/01/1999 - 08/23/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/23/1994 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IL
04/05/1993 - 05/06/1994
CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)
NY
09/20/1991 - 02/17/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/20/1988 - 06/15/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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