Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mattey is a financial advisor registered with Fidelity Personal And Workplace Advisors. William has been in the industry since June 20, 2000 and is registered with the state of Massachusetts as an Investment Advisor Representative. William's previous roles have included positions at Oppenheimer & Co. Inc., Susquehanna Financial Group, LLLP, and J.P. Morgan Securities Inc. William holds Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner. William's current employer has approximately $1 billion - $10 billion in assets under management and a client count of 13624. The firm's services include financial planning, educational seminars, and portfolio management for 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
MA
01/31/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
09/07/2011 - 09/07/2012
OPPENHEIMER & CO. INC. (BOSTON MA)
MA
03/04/2010 - 06/10/2011
SUSQUEHANNA FINANCIAL GROUP, LLLP (BOSTON MA)
MA
10/01/2008 - 02/12/2010
J.P. MORGAN SECURITIES INC. (BOSTON MA)
MA
01/10/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (BOSTON MA)
NY
04/28/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MA
08/20/1998 - 05/01/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 5/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 8/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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