Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Freedman is a financial advisor with over 13 years of experience in the financial services industry. William has held positions at several firms including Citigroup Global Markets Inc., Bancwest Investment Services, Inc. and Unionbanc Investment Services, LLC before joining Wells Fargo Clearing Services, LLC. William specializes in providing financial planning and investment management services to individuals, families, and businesses. William is a Certified Financial Planner™ professional and holds Series 6, 7, 63 and 65 licenses. William is currently registered with Wells Fargo Clearing Services, LLC in California and Texas.
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
CA
10/03/2024 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
11/10/2015 - 02/26/2019
CITIGROUP GLOBAL MARKETS INC. (SAN CLEMENTE CA)
CA
02/13/2014 - 11/17/2015
BANCWEST INVESTMENT SERVICES, INC. (HUNTINGTON BEACH CA)
CA
11/11/2010 - 02/11/2014
UNIONBANC INVESTMENT SERVICES, LLC (NORWALK CA)
IA
Issued 03/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Freedman is the right advisor for you? Invested Better is here to help.
