Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ginsberg is a financial professional with over 20 years of experience in the industry. William is currently registered with Wells Fargo Clearing Services, LLC, and is located in Lake Forest, IL. William has experience working with individual and corporate clients, and specializes in investment consulting, financial planning, and portfolio management. William has held previous positions at Goldman Sachs Execution & Clearing, L.P., and First Options of Chicago, Inc.
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.
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2
IL
05/26/2016 - Present
Wells Fargo Clearing Services, LLC (LAKE FOREST IL)
IL
10/13/2003 - 11/12/2015
GOLDMAN SACHS EXECUTION & CLEARING, L.P. (CHICAGO IL)
IL
03/14/2002 - 06/25/2004
FIRST OPTIONS OF CHICAGO, INC. (CHICAGO IL)
BC
Issued 08/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/07/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/13/2002
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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