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 Scholly is an investment advisor representative currently working for Fidelity Personal And Workplace Advisors. William Edward Scholly has been in the industry for over 9 years. William Edward Scholly holds licenses in 12 states, as well as the Series 7, Series 63, Series 65, Series 9 and Series 10 licenses. William Edward Scholly also holds the SIE designation. William Edward Scholly's previous employer was PNC INVESTMENTS. William Edward Scholly is currently registered with the following firms: Fidelity Personal And Workplace Advisors.
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
NY
04/08/2020 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
PA
05/06/2014 - 08/20/2014
PNC INVESTMENTS (PITTSBURGH PA)
IA
Issued 10/31/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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