Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Powell is a financial advisor with Fidelity Personal And Workplace Advisors. William is registered with the state of Illinois as an investment advisor representative. William has been working in the financial services industry since July 2010. William has a strong background in investment management, financial planning, and retirement planning. William works with individuals, families, and businesses to develop personalized financial plans and investment strategies. William also offers educational seminars on a variety of financial topics.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IL
10/25/2011 - 07/29/2016
TD AMERITRADE, INC. (OAK BROOK IL)
IL
03/24/2009 - 07/13/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SCHAUMBURG IL)
BOTH
Issued 10/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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