Invested Better
Unclaimed

Unclaimed

Unclaimed

Billy Judge Willis

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Billy? Claim Your Profile

About Billy Judge Willis

Billy Judge Willis is a financial professional with over 20 years of experience in the securities industry. Billy Willis has a broad range of experience and is currently registered with Fidelity Brokerage Services LLC. Billy Willis is also licensed as a General Securities Principal and holds the Series 63, Series 7 and SIE licenses. Previously, Billy Willis was registered with ALLY INVEST SECURITIES LLC, E*TRADE SECURITIES LLC, E*TRADE CLEARING LLC, and BANC OF AMERICA INVESTMENT SERVICES, INC.

Firm Information

Billy Willis is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Billy Willis’s Registration & Firm History

RI

03/03/2022 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

NC

01/21/2021 - 11/16/2021

ALLY INVEST SECURITIES LLC (Charlotte NC)

GA

06/04/2010 - 05/29/2020

E*TRADE SECURITIES LLC (ALPHARETTA GA)

NJ

09/25/2012 - 06/14/2013

E*TRADE CLEARING LLC (JERSEY CITY NJ)

NC

06/27/2000 - 01/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)

Not sure if Billy Judge Willis is right for you?

Licenses & Designations

BC

Issued 09/14/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Billy Judge Willis.
Not sure if Billy Judge Willis is right for you?