Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jacob George is a financial advisor at Fidelity Personal And Workplace Advisors. William is registered with the state of Rhode Island and Texas. William is licensed to offer securities in 28 states and has been working in the industry for over 5 years. Prior to joining Fidelity Personal And Workplace Advisors, William worked at Citizens Securities, Inc. William is a registered representative with FINRA and holds a Series 7, Series 6, Series 63, and Series 66. William specializes in providing 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
RI
08/03/2023 - Present
Fidelity Personal AND Workplace Advisors (PROVIDENCE RI)
RI
09/24/2018 - 12/31/2020
CITIZENS SECURITIES, INC. (PROVIDENCE RI)
BOTH
Issued 06/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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