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 Gese is a financial advisor registered with Kestra Advisory Services, LLC. William has been working in the financial services industry since 1998. He has experience working for Morgan Stanley DW Inc., Wells Fargo Brokerage Services, L.L.C., and Wells Fargo Investments, LLC. William holds Series 66, Series 7, and SIE licenses and is registered in 27 states. William's firm, Kestra Advisory Services, LLC, is a Registered Investment Advisor (RIA) and provides investment advisory services. The firm has approximately 6180 clients and manages approximately $48.3 Billion in assets. William specializes in working with individuals, corporations and other businesses, high-net-worth individuals, and pension and profit-sharing plans.
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.
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
MN
07/27/2023 - Present
Kestra Advisory Services, LLC (Plymouth MN)
NY
07/31/2002 - 11/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
12/16/2000 - 08/05/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 08/05/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
02/12/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 05/05/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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