Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lai is a financial advisor with over 30 years of experience in the industry. William is currently registered with Wells Fargo Advisors Financial Network, LLC and is also a Registered Representative for Wells Fargo Advisors, LLC. William has previously worked for Citigroup Global Markets Inc. and Paine Webber Incorporated. William holds Series 7, 63 and 65 licenses and has a specialization in providing financial advice to individual investors, high net worth individuals, corporations, and charitable organizations. William is also a part owner of Premier Wealth Management LLC.
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
01/07/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BOHEMIA NY)
NY
02/27/2009 - 01/07/2022
WELLS FARGO CLEARING SERVICES, LLC (MELVILLE NY)
NY
09/12/1994 - 03/19/2009
CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)
NJ
09/08/1992 - 09/28/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Lai is the right advisor for you? Invested Better is here to help.
