Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Abeles is a financial advisor with over 30 years of experience in the industry. William has a Series 7, Series 31, and Series 63 licenses as well as a Series 65 license. William is a Registered Representative with Wells Fargo Clearing Services, LLC and holds a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designation. He is registered to provide investment advice in the states of Maryland and Texas. William has been with Wells Fargo Advisors LLC since 2009. William specializes in providing investment advice and financial planning services to individuals and businesses.
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
MD
03/08/2016 - Present
Wells Fargo Clearing Services, LLC (HAGERSTOWN MD)
NC
03/27/1992 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
PA
07/23/1985 - 05/07/1992
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
IA
Issued 06/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/1985
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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