Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Haig Kalwas is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. William has over 17 years of experience in the financial services industry. William's previous employment history includes roles at Hornor, Townsend & Kent, Inc. and Waddell & Reed, Inc. William is licensed in 53 states and holds a Series 6, 7, 63, and 66 licenses. William's specializations include investment advisory services, financial planning, selection of other advisors, and portfolio management for individuals and businesses. William's firm, Fidelity Personal and Workplace Advisors, provides financial advisory services to individuals, businesses, and institutions.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SARASOTA FL)
NY
02/22/2010 - 05/08/2012
HORNOR, TOWNSEND & KENT, INC. (ROCHESTER NY)
NY
05/20/2005 - 02/26/2010
WADDELL & REED, INC. (ROCHESTER NY)
BOTH
Issued 10/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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