Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Terrence Eichinger is a financial advisor with over 45 years of experience in the financial services industry. William is currently registered with Wells Fargo Clearing Services, LLC and is licensed in several states, including New York, New Jersey, and Texas. William is a Certified Financial Planner and has a diverse background, having worked for several firms, including First Albany Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and IDS Financial Services Inc. William’s career spans a multitude of experience in the financial services industry, offering wealth management services to individuals, families, and businesses.
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
NY
05/10/2013 - Present
Wells Fargo Clearing Services, LLC (CLINTON NY)
NY
12/23/1996 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
12/15/1989 - 09/12/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/01/1989 - 01/04/1990
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
06/27/1985 - 06/07/1989
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
04/04/1974 - 07/17/1985
IDS FINANCIAL SERVICES INC.
NA
04/04/1974 - 07/17/1985
IDS LIFE INSURANCE COMPANY
NA
04/04/1974 - 07/17/1985
IDS MARKETING CORPORATION
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1985
PC - AMEX Put and Call Exam
BC
Issued 03/27/1974
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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