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 with Fidelity Personal and Workplace Advisors. William has over 20 years of experience in the financial services industry. William is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses. William's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. William is registered to provide advisory services in California, Connecticut, District of Columbia, Florida, Georgia, Maine, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Rhode Island, Tennessee, Texas, and Virginia. William is also registered to provide advisory services in Texas on a resident basis.
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
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 05/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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