Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Berney Stark is an investment advisor representative with Fidelity Personal and Workplace Advisors. William has been in the industry since 2002. William holds Series 6, 7, 63, and 66 licenses. Prior to Fidelity Personal and Workplace Advisors, William was employed by TIAA-CREF Individual & Institutional Services, LLC, Princor Financial Services Corporation, and NYLIFE Distributors Inc. William specializes in retirement planning, college savings, and financial planning for individuals and families. William is also a registered representative of Fidelity Brokerage Services LLC.
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.
1
2
NY
04/17/2021 - Present
Fidelity Personal AND Workplace Advisors (LANCASTER NY)
NY
09/16/2005 - 05/11/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (AMHERST NY)
IA
12/16/2003 - 07/18/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
02/12/2002 - 10/23/2003
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
BOTH
Issued 09/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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