Unclaimed
William Loxterkamp is a financial advisor at Fidelity Brokerage Services LLC. William has been in the industry since August 2021 and is registered with the state of Kentucky as well as 53 other states. William has passed the Series 7TO, Series 63 and SIE exams.
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
KY
08/07/2021 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 08/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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