Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Brandon Tolley is a financial professional with over 4 years of experience in the financial industry. William is registered with Fidelity Brokerage Services LLC and holds Series 7TO, Series 9, Series 10, Series 63 and SIE licenses. William previously worked at VANGUARD MARKETING CORPORATION.
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.
1
2
TX
12/17/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
NC
09/10/2019 - 11/15/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 08/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/23/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure William Tolley is the right advisor for you? Invested Better is here to help.
