Unclaimed
William Polenske is a financial advisor with Robertson Stephens. William has over 27 years of experience in the financial services industry and holds a Series 7, Series 10, Series 24, Series 63, Series 65, and Series 66 license. William provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. William is also a Certified Financial Planner™. William's previous employers include Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Wells Fargo Van Kasper, LLC, and American Express Financial Advisors 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
ID
09/17/2021 - Present
Robertson Stephens (Boise ID)
ID
01/07/2019 - 09/24/2021
WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)
ID
01/03/2011 - 05/10/2012
WELLS FARGO ADVISORS, LLC (BOISE ID)
ID
07/20/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BOISE ID)
CA
05/15/2001 - 10/12/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
MN
06/23/1987 - 05/02/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 02/13/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/13/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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