William BloomCRD Number: 5541545
Current Firm: Woodbury Financial Services, Inc.
William Bloom (CRD# 5541545) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Chicago, IL and has over 7 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Woodbury Financial Services, Inc.||Frankfort, IL||Feb 2014 - Current||2|
|Pruco Securities, LLC||Naperville, IL||Sep 2008 - Jan 2014||5|
|Prudential Insurance Company Of America||Frankfort, IL||Sep 2008 - Jan 2014||5|
|Unemployed||Frankfort, IL||Jul 2008 - Sep 2008||< 1|
|Jp Morgan Chase Bank Na||Chicago, IL||Jun 2008 - Jul 2008||< 1|
|Chase Investment Services Corp||Chicago, IL||Jun 2008 - Jul 2008||< 1|
|Ohio Valley University||Vienna, WV||May 2007 - May 2008||1|
|Hollister Company||Parkersburg, WV||Oct 2006 - May 2008||1|
|Ohio Valley University||Vienna, WV||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Dec 2008|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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