Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Alexander Williams is a financial advisor with Fidelity Personal And Workplace Advisors located in Charlotte, NC. Isaac has been in the financial industry for over 6 years. Isaac holds Series 7TO, SIE, 63, 66, 9, and 10 licenses. Isaac is registered in 28 states and the District of Columbia. Isaac specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Isaac has a background in business and finance. Isaac is dedicated to helping clients achieve their financial goals.
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.
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2
NC
05/02/2024 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
BOTH
Issued 10/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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