Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Davis is a financial advisor registered with Fidelity Personal And Workplace Advisors. William has been in the financial services industry for over 11 years. William is a licensed representative and is registered with the state of Virginia. William has a wide range of experience in financial planning and portfolio management, and is committed to providing clients with personalized service. William is also registered with the state of Texas as an Investment Advisor Representative.
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
KY
07/16/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
VA
10/18/2018 - 09/30/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (GLEN ALLEN VA)
VA
09/08/2017 - 06/26/2018
ALLSTATE FINANCIAL SERVICES, LLC (Henrico VA)
VA
06/17/2014 - 01/14/2015
MML INVESTORS SERVICES, LLC (GLEN ALLEN VA)
NY
06/13/2000 - 10/10/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 07/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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