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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willem? Claim Your ProfileWillem Alfrey is a financial advisor with over 20 years of experience in the industry. Willem is currently registered with Fidelity Personal and Workplace Advisors, a firm with over $800 Billion in assets under management. Willem is also a registered investment advisor in Texas and Washington. Before joining Fidelity Personal and Workplace Advisors, Willem worked at Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC. Willem has a strong track record of helping clients achieve their financial goals. Willem is committed to providing personalized financial advice and guidance to help clients make informed decisions about their investments. Willem specializes in helping clients with 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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
10/04/2002 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
RI
07/24/2001 - 10/04/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 09/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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