Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John Cooney is a financial professional with over 30 years of experience in the financial services industry. William currently works at Fidelity Personal AND Workplace Advisors and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. William is also registered as an Investment Advisor Representative in New Jersey, New York, and Texas. Before joining Fidelity Personal AND Workplace Advisors, William worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., and The Dreyfus Service Corporation. William is a Series 7, Series 6, Series 63, and Series 65 licensed professional.
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
NJ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ALLENDALE NJ)
NJ
01/22/2010 - 10/21/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NY
06/01/2009 - 02/09/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
09/29/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
08/06/2001 - 10/09/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/22/1996 - 08/07/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/12/1988 - 01/15/1996
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 05/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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