Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Salvatore Signorelli 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. Prior to joining Wells Fargo, William worked with a number of firms including A.G. Edwards & Sons, Inc., L.F. Rothschild & Co. Incorporated, L & M Securities Company and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William holds the Series 7, Series 5, and Series 63 securities licenses. He also holds the SIE exam. William's primary office is located at 91 Longwater Circle, Suite 300 in Norwell, MA.
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
MA
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (NORWELL MA)
MA
08/31/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORWELL MA)
NA
07/22/1985 - 09/07/1988
L. F. ROTHSCHILD & CO. INCORPORATED
NA
03/15/1982 - 07/12/1985
L & M SECURITIES COMPANY
NA
04/13/1981 - 09/12/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 04/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1986
Series 5 - Interest Rate Options Examination
BC
Issued 04/11/1981
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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