Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sayre is an investment advisor representative with Fidelity Personal And Workplace Advisors. William has been in the securities industry for over 6 years. William is registered with FINRA and holds the Series 63, 66, and 7 licenses, as well as the SIE designation. William works with individual clients, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. The firm's main office is located in Boston, MA. Fidelity Personal And Workplace Advisors has over $1 billion - $10 billion in assets under management and serves over 13,624 clients.
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
KY
05/31/2019 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 05/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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