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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Parker is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. William has been in the industry since October 17, 2000. William holds licenses in 53 states and the District of Columbia. William specializes in financial planning, educational seminars and selection of other advisors. William has been registered with the Securities and Exchange Commission since April 12, 2001. William has held previous positions with Prudential Investment Management Services LLC, Lord Abbett Distributor LLC, Deutsche Banc Alex. Brown Inc., ICC Distributors, Inc. and Sanford C. Bernstein & Co., Inc. William's registration with Fidelity Personal And Workplace Advisors was approved on February 9, 2022.
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
12/20/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
NJ
11/06/2014 - 07/22/2020
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
04/02/2002 - 10/20/2014
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NY
04/12/2001 - 04/01/2002
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
ME
04/11/2000 - 03/07/2001
ICC DISTRIBUTORS, INC. (PORTLAND ME)
NY
04/07/1999 - 04/11/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 12/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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