Profile
Mr. Wisdom began his career in 1987 as a sales representative for Metropolitan Life.
Later, he held similar sales and sales support positions at F&G Securities and A.G.
Edwards.
In 1995, Mr. Wisdom joined Edward Jones as a field supervision director, developing the firm's procedures for supervising the sales of insurance products.
He returned to A.G.
Edwards in 1996 as a senior sales practice associate in the company’s Compliance Department.
In 2003, he was named a manager review senior associate in the Branch Division and tasked with developing a department that reviewed sales activities for producing branch managers.
In 2005, his responsibilities were broadened again when he was asked to create a pilot program to identify and centralize some branch manager responsibilities in the company’s Home Office.
In March 2007, he was named an associate vice president of the firm and added to his existing responsibilities the Account Review Department, which provided oversight on the firm’s advisory services products.
A year later, after A.G.
Edwards was acquired by Wachovia Securities (now Wells Fargo Advisors), Mr. Wisdom was named a senior vice president and business process director for the Wachovia Securities Financial Network.
In that capacity, he reviewed and monitored risk management controls while working frequently with the company’s Compliance, Legal, Internal Audit, and Risk Management Departments.
In 2009, he esigned and accepted a position as a vice president and manager of compliance for Benjamin F.
Edwards & Co.
Mr. Wisdom holds a number of industry licenses, including his Series 6, 7, 63, 8, 24, 65, 14, and holds the Certified Regulatory & Compliance Professional (CRCP) designation from the Wharton School of Business.
He is a graduate of Webster University in St. Louis with a Bachelor of Arts in Music and Education.
Former positions of Bill Wisdom
Companies | Position | End |
---|---|---|
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | 2008-12-30 |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Sales & Marketing | 2007-12-30 |
Training of Bill Wisdom
Webster University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
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