Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Herlihy is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over 15,000 investment advisor representatives. William has been in the industry since 1996. Fidelity Personal And Workplace Advisors manages more than $1 trillion in client assets. William provides financial planning and portfolio management services for individuals and businesses. William is registered to provide investment advisory services in 2 states and investment brokerage services in 53 states and jurisdictions.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
05/24/1993 - 02/13/2009
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 11/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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