Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ray Muehlhauser is a financial advisor with over 40 years of experience in the industry. William has been registered with Wells Fargo Clearing Services, LLC since December 2003. William is also registered as an Investment Advisor Representative with the state of Illinois. Prior to working with Wells Fargo Clearing Services, LLC, William has held positions with BLUNT ELLIS & LOEWI INCORPORATED, PRUDENTIAL-BACHE SECURITIES INC., THOMSON MCKINNON SECURITIES INC., and DEAN WITTER REYNOLDS INC. William holds the Series 7, Series 63, and Series 65 licenses. William is also registered with the following states: Arizona, California, Colorado, Florida, Illinois, Indiana, Maryland, Massachusetts, Missouri, Nevada, North Dakota, Ohio, Tennessee, Vermont, Virginia, Washington, and Wisconsin.
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
IL
12/10/2003 - Present
Wells Fargo Clearing Services, LLC (OAK BROOK IL)
NA
01/05/1990 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NY
08/25/1989 - 01/30/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
02/01/1988 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NY
03/23/1983 - 02/24/1988
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities 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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