Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Huddleston is an investment advisor representative who has been registered with the state of Kentucky and Texas since June 1, 2022. William is a Series 7, 63, and 65 licensed professional with over 2 years of experience in the financial industry. William's experience includes financial planning, portfolio management for individuals and businesses, and educational seminars. Fidelity Personal And Workplace Advisors is a large financial institution based in Boston, MA. Fidelity Personal And Workplace Advisors has a history of strong financial performance and a reputation for excellent customer service. William is dedicated to providing clients with personalized financial advice that meets their individual needs.
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
KY
06/01/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
IA
Issued 04/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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