Unclaimed
William Cherry is a financial professional registered with Fidelity Brokerage Services LLC. William has been in the securities industry since October 15, 2023. William has passed the Series 7TO, SIE, and Series 63 exams. William is currently registered in 53 states and is approved by FINRA. Prior to joining Fidelity Brokerage Services LLC, William was employed by CHARLES SCHWAB & CO., INC.
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
NC
05/03/2024 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
FL
09/05/2023 - 03/22/2024
CHARLES SCHWAB & CO., INC. (Orlando FL)
BC
Issued 09/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure William Cherry is the right advisor for you? Invested Better is here to help.