Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Olesinski is a financial advisor at Fidelity Personal And Workplace Advisors. William has been in the industry for over 5 years. William is registered with FINRA and the states of Arizona, California, Connecticut, Florida, Georgia, Hawaii, Massachusetts, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Virginia, and Washington. William has passed the Series 6, Series 7TO, Series 63, and Series 66 exams. William has experience working with individual clients, corporations, and charitable organizations. William provides financial planning, portfolio management, and educational seminars to clients. William is a dedicated professional with a passion for helping clients achieve their financial goals. William is committed to providing excellent service and building strong relationships with clients.
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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CA
04/12/2022 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
CA
11/11/2019 - 12/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN MATEO CA)
CA
10/19/2018 - 10/16/2019
J.P. MORGAN SECURITIES LLC (WOODSIDE CA)
BOTH
Issued 03/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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