Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Walter Bray is a financial professional with over three years of experience in the financial services industry. William has a strong track record of success in providing investment advice and guidance to clients. William is currently registered with Wells Fargo Clearing Services, LLC, and holds a Series 63, Series 6TO and SIE license. William has previously been registered with KEY INVESTMENT SERVICES LLC and SANTANDER SECURITIES LLC. William specializes in providing financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. William is committed to providing clients with personalized financial advice and guidance to help them 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
PA
07/25/2023 - Present
Wells Fargo Clearing Services, LLC (CHALFONT PA)
PA
02/24/2023 - 04/21/2023
KEY INVESTMENT SERVICES LLC (Doylestown PA)
PA
05/22/2019 - 06/27/2022
SANTANDER SECURITIES LLC (Conshohocken PA)
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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