Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Flanagan is a financial advisor registered with Fidelity Personal And Workplace Advisors. William has been active in the industry since 2024. William is registered as an investment advisor representative in California and holds the Series 66, Series 7TO, and SIE licenses. William is also registered in 23 other states.
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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CA
07/24/2024 - Present
Fidelity Personal AND Workplace Advisors (LOS ANGELES CA)
BOTH
Issued 07/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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