Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dyer Fendley has over 30 years of experience in the financial services industry. William is a registered representative and investment advisor representative. William currently is affiliated with Gateway Wealth Partners, LLC, a registered investment advisor firm. William is also registered with the Securities and Exchange Commission (SEC) and several states. William specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, families, and small 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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
03/15/2023 - Present
Gateway Wealth Partners, LLC (ELLINGTON CT)
CT
12/09/2022 - 04/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (ELLINGTON CT)
CT
12/19/2003 - 12/09/2022
CANTELLA & CO., INC. (ELLINGTON CT)
NY
09/27/1995 - 01/05/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/23/1992 - 10/03/1995
FLEET SECURITIES INC. (NEW YORK NY)
NY
12/18/1985 - 03/05/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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