Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wilson is a registered Investment Advisor Representative with Belpointe Asset Management LLC. William has been in the industry since 1997 and has experience in both the broker-dealer and investment advisory space. William is currently registered as an Investment Advisor Representative with Belpointe Asset Management LLC in California. William has worked with several other firms including Scottrade, Inc., TD Waterhouse Investor Services, Inc., WM Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NV
12/23/2020 - Present
Belpointe Asset Management LLC (RENO NV)
CA
01/05/2006 - 11/19/2014
SCOTTRADE, INC. (INDIAN WELLS CA)
CA
08/04/2000 - 01/03/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (INDIAN WELLS CA)
CA
07/19/1999 - 06/01/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
05/08/1997 - 07/19/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/07/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure William Wilson is the right advisor for you? Invested Better is here to help.
