Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Richard Maurer is a financial advisor registered with Wells Fargo Clearing Services, LLC. William has been in the securities industry since 1972 and has been registered with Wells Fargo Advisors LLC since 2009. William is a Registered Representative and holds the Series 1, 7TO, 8, and 63 licenses. William offers investment advisory and consulting services to individual and institutional clients, with a focus on financial planning, pension consulting, and portfolio management.
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
NJ
11/07/2022 - Present
Wells Fargo Clearing Services, LLC (LINWOOD NJ)
NJ
10/06/1975 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORTHFIELD NJ)
NA
11/08/1974 - 11/18/1975
SHEARSON HAYDEN STONE INC.
NA
09/06/1972 - 11/08/1974
SHEARSON, HAMMILL & CO., INCORPORATED
BC
Issued 10/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1977
PC - AMEX Put and Call Exam
BC
Issued 09/01/1972
Series 1 - Registered 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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