Unclaimed
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.
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.
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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2
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)
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
Active
Inactive
F
FINRA
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