Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gearhart is a financial advisor with over 10 years of experience in the industry. William has held several positions at various firms, including Boenning & Scattergood, Inc., H. Beck, Inc., and UBS Financial Services Inc. William is currently employed by FFT Wealth Management as a Chief Compliance Officer. William's experience includes providing financial planning and portfolio management services to high-net-worth individuals. William is also registered as an Investment Advisor Representative in Pennsylvania.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
PA
04/14/2022 - Present
FFT Wealth Management (PHILADELPHIA PA)
PA
03/27/2018 - 04/04/2022
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
MD
08/10/2015 - 01/23/2018
H. BECK, INC. (BETHESDA MD)
NY
12/17/2010 - 10/11/2012
BARCLAYS CAPITAL INC. (NEW YORK NY)
NJ
06/22/2009 - 08/20/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 10/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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