Unclaimed
Jack Chandler Willson is a financial advisor with Fidelity Personal And Workplace Advisors, and has been in the industry for several years. Jack is registered with FINRA and has passed the Series 7TO, SIE and Series 66 exams. Jack is currently licensed in Michigan and Texas, and is also registered as an Investment Advisor Representative in Michigan. Jack specializes in providing financial planning, portfolio management, and educational seminars.
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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MI
10/11/2024 - Present
Fidelity Personal AND Workplace Advisors (GRAND BLANC MI)
BOTH
Issued 11/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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