Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wagner is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the industry since 2007 and has a wide range of experience in providing financial advice to individuals and businesses. William specializes in financial planning, portfolio management, and investment consulting services. William is a CERTIFIED FINANCIAL PLANNER™ and has a Series 7, Series 6, Series 63, and Series 66 securities licenses. William is registered with FINRA and with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia, and Washington.
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
KS
05/18/2018 - Present
Wells Fargo Advisors Financial Network, LLC (WICHITA KS)
KS
06/13/2007 - 05/18/2018
WELLS FARGO CLEARING SERVICES, LLC (WICHITA KS)
MN
07/02/1996 - 11/14/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 06/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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