Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cleary is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. William has been in the financial services industry since 2000 and is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Oregon, Rhode Island, South Carolina, Texas, Virginia and Wyoming. William specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses.
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
CT
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (STAMFORD CT)
CT
11/27/2017 - 12/02/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Norwalk CT)
NY
04/18/2016 - 02/16/2017
SEAPORT GLOBAL SECURITIES LLC (NEW YORK NY)
CT
01/13/2011 - 04/26/2016
MKM PARTNERS LLC (STAMFORD CT)
NY
06/25/2008 - 11/29/2010
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
CT
07/15/2003 - 06/11/2008
CRT CAPITAL GROUP LLC (STAMFORD CT)
NY
12/07/2000 - 07/25/2003
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
11/22/2000 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NY
10/20/1999 - 11/17/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 02/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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