Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam B. Glasheen has been in the financial services industry for over 20 years and is currently a registered representative with Fidelity Personal and Workplace Advisors. William has experience in various aspects of the financial services industry, including brokerage services, investment management, and financial planning. William is a licensed agent with the State of Colorado and Texas and is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative, General Securities Sales Supervisor - General Module, and General Securities Sales Supervisor - Options Module. William is also a Registered Investment Advisor with Colorado and Texas.
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
06/12/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
11/30/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
UT
11/13/2001 - 11/30/2006
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 02/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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