Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Everett Baguley is a financial advisor who has been working in the industry since 2017. William is currently registered as a Registered Representative with Fidelity Personal And Workplace Advisors. William is also a Registered Investment Advisor in Tennessee and Texas. William has a Series 6, Series 7, Series 63, and Series 65 license and has passed the SIE Exam. William previously worked as a financial advisor for WELLS FARGO CLEARING SERVICES, LLC. William is an experienced advisor who specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. William provides educational seminars and is available for meetings in Germantown, Tennessee.
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
TN
06/19/2019 - Present
Fidelity Personal AND Workplace Advisors (GERMANTOWN TN)
UT
02/08/2017 - 03/14/2019
WELLS FARGO CLEARING SERVICES, LLC (LINDON UT)
IA
Issued 03/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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