Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Bishop is a financial advisor with over 23 years of experience in the industry. William has been registered with Wells Fargo Clearing Services, LLC since August 2018. Prior to that, William was a financial advisor with Morgan Stanley for nine years and Citigroup Global Markets Inc. for seven years. William is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and has Series 7, 63, and 65 licenses. William has a strong track record of success in helping clients achieve their financial goals.
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
OK
08/12/2018 - Present
Wells Fargo Clearing Services, LLC (EDMOND OK)
OK
06/01/2009 - 08/13/2018
MORGAN STANLEY (OKLAHOMA CITY OK)
OK
06/14/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OKLAHOMA CITY OK)
MO
07/16/1999 - 07/10/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1999
Series 7 - General Securities 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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