Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Brent Stoneman is a registered representative with Fidelity Brokerage Services LLC. William has been in the financial services industry since January 2001 and holds multiple licenses including Series 3, 4, 7, 9, 10, 24, and 63. William is also registered to conduct business in Massachusetts, Texas, and Utah.
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
UT
01/05/2001 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 01/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2024
Series 24 - General Securities Principal Examination
BC
Issued 12/29/2005
Series 4 - Registered Options Principal Examination
BC
Issued 06/29/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 3 - National Commodity Futures Examination
BC
Issued 01/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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