Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jason Harper is a financial advisor with Fidelity Personal and Workplace Advisors. William has been in the industry since 1998, and is registered in 56 states and jurisdictions. Prior to Fidelity, William was a financial advisor at Chase Investment Services Corp. and Banc One Securities Corporation. William has a wide range of experience in providing financial advice to individuals, businesses, and institutions. William is committed to helping his clients reach their financial goals and objectives.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (FLORENCE KY)
KY
07/06/2005 - 07/15/2008
CHASE INVESTMENT SERVICES CORP. (FLORENCE KY)
IL
05/11/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure William Harper is the right advisor for you? Invested Better is here to help.
