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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Will? Claim Your ProfileWill Stratton Fisher is a financial advisor at Fiducient Advisors LLC. Will has been in the financial industry for over 20 years. Before joining Fiducient Advisors, he worked at Wells Fargo Advisors Financial Network, LLC and Wachovia Securities, LLC. Will holds the Series 7, 63, 31, and SIE licenses, and is a registered Investment Advisor in Texas and Virginia. Will specializes in providing financial advice to individuals, families, and non-profit organizations. His practice is focused on investment management, financial planning, and retirement planning. Will is dedicated to helping his 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
03/22/2018 - Present
Fiducient Advisors LLC (MCLEAN VA)
VA
09/16/2005 - 03/01/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MCLEAN VA)
MO
07/01/2003 - 09/16/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/03/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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