Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Byrd Gordon is a financial advisor with over 17 years of experience in the financial services industry. William currently works at Fidelity Personal and Workplace Advisors, where William has been employed since July 2018. William holds several industry licenses and designations including Series 66, Series 7, and Series 24. William is also a Certified Financial Planner. Prior to joining Fidelity Personal and Workplace Advisors, William worked at MetLife Securities Inc., John Hancock Funds, LLC, and John Hancock Distributors LLC. William’s experience and qualifications enable William to provide a wide range of financial services to individuals and families.
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
MA
09/17/2024 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
WA
04/21/2014 - 09/11/2015
METLIFE SECURITIES INC. (BELLEVUE WA)
CA
12/23/2010 - 08/28/2012
METLIFE SECURITIES INC. (SAN DIEGO CA)
MA
11/04/2010 - 12/22/2010
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
10/20/2006 - 12/09/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MD
06/03/2005 - 09/12/2006
AMERIPRISE FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MN
06/03/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/08/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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