Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam D Fenili is a financial advisor with over 30 years of experience in the industry. He is currently registered with Avaii Wealth Management, LLC and Private Client Services, LLC, both of which are based in Appleton, Wisconsin. William has held various roles in the financial services industry, including positions at J.P. Morgan Securities LLC, Chase Investment Services Corp., and BANC ONE Securities Corporation. He is a Series 7, Series 3, and Series 66 licensed professional. William specializes in providing financial planning, portfolio management, and tax planning services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tax planning / preparation
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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WI
08/05/2021 - Present
Avaii Wealth Management, LLC (APPLETON WI)
WI
08/04/2021 - 09/01/2023
PRIVATE CLIENT SERVICES, LLC (APPLETON WI)
WI
10/01/2012 - 08/03/2021
J.P. MORGAN SECURITIES LLC (Appleton WI)
WI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (APPLETON WI)
IL
02/01/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
03/05/1992 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
12/03/1991 - 02/10/1992
GARY-WHEATON INVESTMENT SERVICES, INC.
NY
06/19/1990 - 11/04/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
12/21/1989 - 02/27/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/21/1989 - 02/27/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1991
Series 3 - National Commodity Futures Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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