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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Norman Doan is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. William Doan has been in the industry since 1999 and holds Series 7, Series 63, and Series 65 licenses. William Doan has worked for various financial institutions, including LPL Financial LLC, INVEST FINANCIAL CORPORATION, and Merrill Lynch. William Doan provides investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses.
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
IN
01/20/2021 - Present
Wells Fargo Advisors Financial Network, LLC (TERRE HAUTE IN)
IN
11/30/2009 - 03/17/2020
LPL FINANCIAL LLC (TERRE HAUTE IN)
IN
11/30/2005 - 12/01/2009
INVEST FINANCIAL CORPORATION (TERRE HAUTE IN)
IN
03/05/2002 - 12/01/2005
ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)
NY
10/08/1999 - 11/20/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
07/13/1998 - 10/11/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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