Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Seyfarth is a financial advisor with Alliancebernstein LP located in Chicago, Illinois. William has been in the financial services industry since 2018. William's experience includes prior roles with Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., and Dimensional Fund Advisors. William holds the Series 7, Series 66 and SIE securities licenses. William is registered to provide investment advice in Florida and Illinois.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
08/07/2023 - Present
Alliancebernstein LP (Chicago IL)
IL
01/04/2021 - 12/15/2021
GOLDMAN SACHS & CO. LLC (DEERFIELD IL)
IL
08/30/2019 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (DEERFIELD IL)
TX
06/11/2018 - 03/29/2019
DFA SECURITIES LLC (AUSTIN TX)
BOTH
Issued 08/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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