Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cranston Fenwick is an investment advisor representative with LPL Financial LLC, located in LOUISVILLE, Kentucky. William has over 37 years of experience in the financial services industry. William is registered with the state of Kentucky, as well as many other states and holds a variety of licenses including Series 7, 8, 9, 10, 63, 65, 99TO and SIE. William's experience includes working with high-net-worth individuals, businesses, and charitable organizations. Prior to joining LPL Financial LLC, William was with First Kentucky Securities Corporation and J.J.B. Hilliard, W.L. Lyons, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KY
10/01/2024 - Present
LPL Financial LLC (LOUISVILLE KY)
CT
11/01/1994 - 11/17/2005
ADVEST, INC. (HARTFORD CT)
KY
11/06/1989 - 11/01/1994
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
10/20/1986 - 11/14/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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