Unclaimed
William Wei Huang is a financial professional with over six years of experience in the industry. He is currently registered with Campbell Financial Services, LLC and holds a Series 3, Series 7, and Series 63 license. Previously, William held roles at FRED ALGER & COMPANY, LLC, GUGGENHEIM FUNDS DISTRIBUTORS, LLC, and GOLDMAN, SACHS & CO. William has a broad range of experience in the financial services industry and is committed to providing personalized advice and guidance to his clients.
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.
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.
1
2
MD
07/15/2022 - Present
Campbell Financial Services, LLC (BALTIMORE MD)
NY
05/13/2020 - 07/05/2022
FRED ALGER & COMPANY, LLC (NEW YORK NY)
NY
06/28/2017 - 05/12/2020
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (NEW YORK NY)
NY
07/02/2016 - 03/24/2017
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 09/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Huang is the right advisor for you? Invested Better is here to help.