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Coltan Tanner Williams

Fidelity Brokerage Services LLC

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About Coltan Tanner Williams

Coltan Tanner Williams is a registered representative with Fidelity Brokerage Services LLC. Coltan has been active in the securities industry since October 20, 2021 and is currently registered in 53 states. Coltan holds the Series 7TO and Series 63 licenses as well as the Securities Industry Essentials (SIE) exam. Coltan’s office is located at One Destiny Way, Westlake, Texas.

Firm Information

Coltan Williams 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.

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Coltan Williams’s Registration & Firm History

TX

10/21/2021 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 10/29/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/14/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Coltan Tanner Williams.
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