WB
WB

William Bessette

35 Years of Experience
Schaumburg, IL
BrokerSells Insurance

William Bessette is a registered investment advisor, based in Schaumburg, IL, with 35 years of industry experience.

Location

425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

William owns Bessette Financial Services, an insurance agency, since 1999, where he determines customer needs for the sales of fixed insurance products, dedicating about a third of his time. He also assists his wife in her business, Nantucket Basketworks of Cape Cod, without compensation.

Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
August 2013 - Present · 12 yrs 9 mos
Cl Wealth Management LLC
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Allied Beacon Partners, INC.Broker
October 2011 - August 2013 · 1 yr 10 mos
Workman Securities Corporation
February 2007 - September 2011 · 4 yrs 7 mos
Workman Securities CorporationBroker
January 2006 - September 2011 · 5 yrs 8 mos
Investors Capital Advisory
January 2005 - December 2005 · 11 mos
Eastern Point Advisors INC.
May 2000 - December 2004 · 4 yrs 7 mos
Investors Capital CORP.Broker
December 1999 - December 2005 · 6 yrs
Metlife Securities INC.Broker
October 1990 - December 1999 · 9 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
October 1990 - December 1999 · 9 yrs 2 mos
State Registrations5 states
FLINMARIVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
William Bessette - Financial Advisor | TrueAdvisor