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 Martin is a financial advisor with over 40 years of experience in the financial services industry. William is currently registered with Wells Fargo Clearing Services, LLC, a firm with over $500 billion in assets under management. William is a Series 7, Series 63, and SIE licensed professional and has been registered with the firm since 2008. Previously, William was a registered representative with A. G. Edwards & Sons, Inc. and Kidder, Peabody & Co. Incorporated. William specializes in providing investment consulting services to institutional clients. William has experience in portfolio management for individuals and businesses and also offers financial planning and pension consulting services. William's expertise and experience make him a valuable resource for clients seeking guidance on their financial planning and investment needs.
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
MO
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (CLAYTON MO)
MO
03/04/1987 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLAYTON MO)
NA
11/25/1985 - 03/14/1987
KIDDER, PEABODY & CO. INCORPORATED
NA
08/09/1985 - 11/05/1985
BEAR, STEARNS & CO. INC.
NA
08/26/1982 - 08/08/1985
KIDDER, PEABODY & CO. INCORPORATED
BC
Issued 08/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
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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