Unclaimed
William Donald Wolfgang is a financial professional with over 4 years of experience in the industry. William is currently registered with Fidelity Brokerage Services LLC. William holds the Series 7TO, Series 63 and SIE licenses. William is licensed to provide securities advice in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. William's current employment with Fidelity Brokerage Services LLC began on 01/24/2022.
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
FL
04/11/2019 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 03/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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