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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lyle is a financial advisor with Fidelity Personal And Workplace Advisors. William is based in Woodmere Village, Ohio and has been a registered advisor since 2011. William has previously worked with CAPFINANCIAL SECURITIES, LLC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, ONEAMERICA SECURITIES, INC. and CAPTRUST FINANCIAL ADVISORS. William Lyle has a total of 10 approved registrations, 1 state exam, and 2 product exams. William Lyle specializes in providing financial planning, portfolio management for individuals and businesses, selection of other advisors, and educational seminars. William is a Certified Financial Planner.
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
OH
08/16/2021 - Present
Fidelity Personal AND Workplace Advisors (WOODMERE VILLAGE OH)
OH
11/18/2015 - 04/01/2020
CAPFINANCIAL SECURITIES, LLC. (AKRON OH)
CA
03/10/2014 - 09/29/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
IN
12/23/2011 - 07/22/2013
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NC
04/05/2011 - 08/08/2011
CAPTRUST FINANCIAL ADVISORS (RALEIGH NC)
BOTH
Issued 05/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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