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 Mortell is a registered Investment Advisor Representative with Fisher Investments. William is registered in Texas and Washington. William has over 20 years of experience in the financial services industry, working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Before joining Fisher Investments, William worked at Nollenberger Capital Partners Inc., Wells Fargo Securities, LLC and Wells Fargo Investments, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
10/08/2007 - Present
Fisher Investments (CAMAS WA)
CA
11/07/2005 - 07/06/2006
NOLLENBERGER CAPITAL PARTNERS INC. (SAN FRANCISCO CA)
CA
03/06/2001 - 08/18/2005
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
02/28/1994 - 04/04/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IA
Issued 09/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/20/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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