Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antoine? Claim Your ProfileAntoine Marquis Williams is an investment advisor representative at Fidelity Personal And Workplace Advisors. Antoine has 10 years of experience in the securities industry. Antoine holds the Series 6, 7, 63 and 66 licenses. Antoine is also registered to provide investment advice in Arizona, California, Florida, New York, North Carolina, Ohio, Pennsylvania and South Carolina. Antoine is a board member of the Breadwinners Academy, a non-profit organization that provides financial literacy education. Antoine is also an employee of East Mount Zion Baptist Church where Antoine handles the financial reconciliation and booking as well as developing financial statements for the church.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
03/30/2022 - Present
Fidelity Personal AND Workplace Advisors (WOODMERE VILLAGE OH)
OH
05/01/2021 - 11/18/2021
J.P. MORGAN SECURITIES LLC (South Euclid OH)
OH
01/16/2013 - 09/15/2014
KEY INVESTMENT SERVICES LLC (CLEVELAND OH)
BOTH
Issued 02/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/12/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Antoine Williams is the right advisor for you? Invested Better is here to help.
