Hello! I'm WILLIAM JAMES HOLTHAM.
I have over 25 years experience working as a financial consultant, Digital Assets Manager/Stockbroker and investment advisor for some of the top trading firms in Wall Street. I have done extensive research and developed winning strategies over the course of my career. In 2015, I partnered with ALPS PORTFOLIO SOLUTIONS DISTRIBUTORS (CRD# 144464); to design a program for private investors. We developed winning strategies in emerging markets, which have been implemented on my clients portfolios with a 99% success rate. I have helped over 1000 people build their dream portfolio and confidently exceeded expectations. View detailed report of my experiences and certifications on the official FINRA Broker Check website.
My Services
INVESTMENT ADVISER
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
DIGITAL CURRENCY TRADING
Unlike other digital trading firms, customer education is our priority. We curate educational materials and relevant news contents, from time to time for our clients and also supply them with daily crypto signals, so they can trade for themselves and yield returns on investment.
FINANCIAL CONSULTING
On first contact, we analyze your financial situation we analyze your financial situation, and we have series of consultation sessions to determine your best path to financial freedom while achieving your retirement goals.
Available To Guide You
We are ready to provide expert guidance and support.
My Clients
See What Our Happy Clients says
"Started off with Wesley in 2021 and I have been able to pay off my mortgage. So far, I have acquired 2 houses and a land in Michigan. I couldn't be more grateful"
- Amanda Lee
"With no prior knowledge of technical and fundamental analysis, I've been able to leverage on Wesley's copy trading strategies to grow my portfolio beyond his predicted expectations"
- Gerrard White
"Best Financial Decision I made for myself and family. Saved me from a divorce"
- Lucas March
"I was diagnosed with cancer and trading became therapy for me. I'm super excited that even if I die today, I would have created enough wealth for my family to never go in debt"
- Paquete SantosMy Resume
List of my experience and examinations
Experience
ALPS PORTFOLIO SOLUTIONS DISTRIBUTORS (CRD# 144464)
EXAMINATIONS
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