Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gordon Newsome is a financial advisor with over 20 years of experience in the industry. William is currently registered with Fidelity Personal AND Workplace Advisors in both New Jersey and Texas. Prior to joining Fidelity Personal AND Workplace Advisors, William was previously employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Union Securities, Inc., and Morgan Stanley DW INC. William has a broad range of experience and expertise in financial planning, portfolio management, and educational seminars.
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
NJ
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (MARLTON NJ)
NY
05/07/2002 - 10/08/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
09/06/2001 - 04/04/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
09/17/1998 - 09/04/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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