Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Williams is a financial advisor at Fidelity Personal And Workplace Advisors. Megan has been in the financial services industry for over 2 years. Megan holds the Series 7TO, SIE and Series 66 licenses and has been registered with the state of Texas since September 2019. Megan is a Registered Representative and Investment Advisor Representative and is affiliated with Fidelity Personal And Workplace Advisors. Fidelity Personal And Workplace Advisors is a large, fee-based advisory firm headquartered in Boston, Massachusetts. The firm has been serving individual and institutional clients for over 70 years, and has a long history of providing high-quality financial advice. They offer a wide range of financial services, including financial planning, investment management, and retirement planning.
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
TX
09/30/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 09/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Megan Williams is the right advisor for you? Invested Better is here to help.
