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William Alan Davidson

Fidelity Brokerage Services LLC

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About William Alan Davidson

William Davidson is a financial advisor with over 19 years of experience in the industry. William is currently registered with Fidelity Brokerage Services LLC and has been with the firm since March 2009. William has held previous roles with Fidelity Investments Institutional Services Company, Inc. from June 2007 to December 2007 in Merrimack, NH and from May 2001 to October 2005 in Smithfield, RI. William holds the Series 6, Series 63 and SIE licenses. William is registered to provide securities-related services in 51 states and the District of Columbia.

Firm Information

William Davidson is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Davidson’s Registration & Firm History

NH

03/20/2009 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

NH

06/25/2007 - 12/17/2007

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)

RI

05/15/2001 - 10/24/2005

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 05/21/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Alan Davidson.
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