Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fletcher Hester III is a financial advisor with over 25 years of experience in the industry. William currently works at First Citizens Investor Services, Inc., where he has been employed since 2005. William is a Registered Representative and holds the following licenses: Series 6, 7, and 63. William also holds the SIE exam certification. In addition to his licenses, William has also earned the designation of Certified Financial Planner. William has a history of working at several other firms in the financial industry including BB&T INVESTMENT SERVICES, INC., SCOTT & STRINGFELLOW, INC., and EQUITY SERVICES, INC. William's experience in the financial industry has given him a strong foundation in providing financial advice and services to his clients. William specializes in financial planning and investment services for individuals and businesses.
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.
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
SC
11/01/2005 - Present
First Citizens Investor Services, Inc. (COLUMBIA SC)
NC
01/23/2001 - 10/20/2005
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VA
04/06/2000 - 06/28/2001
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VT
07/18/1995 - 12/31/1998
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 07/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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