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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Williams is a financial advisor at Fidelity Personal And Workplace Advisors. Robert has been in the industry for several years. The individual specializes in providing financial advice, including retirement planning, education planning, and investment management. Robert is registered to provide investment advice in many states and holds a Series 7TO, Series 63, and Series 66 license. The firm, Fidelity Personal And Workplace Advisors, offers a variety of financial services to both individuals and businesses. The firm specializes in retirement planning, college savings, and investment management. Fidelity Personal And Workplace Advisors is one of the largest financial services firms in the country.
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
KY
10/13/2023 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 10/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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