Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Swiontek is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC with over 19 years of experience in the financial services industry. William has a Series 7, 31, and 63 license and is a registered investment advisor in Texas and Pennsylvania. William specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. William also works with clients in California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and West Virginia.
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.
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2
FL
05/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
PA
01/27/2005 - 05/05/2023
WELLS FARGO CLEARING SERVICES, LLC (PITTSBURGH PA)
IA
Issued 01/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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