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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Besfer is an investment advisor representative at Fidelity Personal And Workplace Advisors with over 16 years of experience in the financial industry. He is a registered representative in Colorado and Texas. William has worked with clients of various types, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. He offers a variety of advisory services, including financial planning, portfolio management, and educational seminars. Prior to joining Fidelity Personal And Workplace Advisors, William worked at Charles Schwab & Co., Inc., Transamerica Capital, Inc., and Jackson National Life Distributors LLC. He holds Series 6, 7, 63, and 66 securities licenses.
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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2
CO
08/11/2020 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
05/07/2014 - 06/25/2020
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
08/31/2012 - 04/04/2014
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
02/02/2012 - 08/27/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
WI
08/24/2010 - 02/13/2012
INVEST FINANCIAL CORPORATION (APPLETON WI)
CO
04/20/2004 - 09/01/2010
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
08/28/2003 - 09/09/2003
SCHIELD SECURITIES LLC (LITTLETON CO)
BOTH
Issued 12/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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