William Werner, financial advisor Radnor PA
93 score

William Werner

CRD Number: 5519394
Current Firm: Td Ameritrade, Inc.

William Werner (CRD# 5519394) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Radnor, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Td Ameritrade Radnor, PA Jun 2015 - Current 1
United Capital Financial Advisers, LLC Newport Beach, CA Jun 2014 - Jun 2015 1
Pnc Investments LLC Pittsburgh, PA Feb 2013 - May 2014 1
Pnc Investments Merchanville, PA Jun 2012 - Feb 2013 < 1
Pnc Bank Merchanville, NJ Mar 2012 - Jun 2012 < 1
Pnc Investments Pittsburgh, PA Mar 2012 - Jun 2012 < 1
Jp Morgan Chase Scarsdale, NY Jun 2011 - Mar 2012 < 1
Jpmorgan Chase Bank Na New York, NY Aug 2009 - Jun 2011 1
Chase Investment Services Corp New York, NY Aug 2009 - Jun 2011 1
New England Securities New York, NY Aug 2008 - Jul 2009 < 1
Tax Club New York, NY Jun 2008 - Aug 2008 < 1
Axa Advisors, LLC New York, NY Apr 2008 - Jun 2008 < 1
Unemployed New Rochelle, NY Jan 2008 - Mar 2008 < 1
Catholic University Of America Washington, DC Aug 2003 - Dec 2007 4
Aflac Washington, DC May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for William J. Werner
Phone Number: (800) 669-3900
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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