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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Balentine is an investment advisor representative with Blackrock Fund Advisors in San Francisco, CA. William has been active in the financial services industry since 2000. William holds FINRA Series 3, 4, 7, 9, 10, 24, 53, and 66 licenses. William has a variety of experience in the financial services industry, having worked for several firms, including Wells Fargo Securities, Barclays Global Investors Services, and Blackrock Fund Distribution Company. William has also been an investment advisor representative for Blackrock Fund Advisors since 2010.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Strategic management for diversified investment portfolios.
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.
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CA
01/13/2010 - Present
Blackrock Fund Advisors (SAN FRANCISCO CA)
CA
12/10/2008 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
CA
07/26/2001 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
CA
03/27/2001 - 05/14/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
CA
12/13/2000 - 05/14/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/24/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
05/15/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 03/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/31/2001
Series 4 - Registered Options Principal Examination
BC
Issued 08/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2003
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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