Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lukow is an investment advisor representative at Fidelity Personal And Workplace Advisors. William has been in the industry since 2007. William is registered in 53 states and 4 districts. William is a Series 7, 9, 10, and 66 licensed professional. William has 1 previous employers: Allstate Financial Services, LLC and Citigroup Global Markets Inc. William has experience in providing financial planning, educational seminars, and portfolio management services to individuals and 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.
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.
1
2
FL
11/27/2018 - Present
Fidelity Personal AND Workplace Advisors (SANTA ROSA BEACH FL)
GA
10/10/2007 - 08/04/2009
ALLSTATE FINANCIAL SERVICES, LLC (CARTERSVILLE GA)
GA
12/13/2006 - 10/08/2007
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/29/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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