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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 John Marazzi is a financial advisor with Fidelity Personal and Workplace Advisors. William has been in the financial services industry since 2002 and has a strong background in providing financial planning and investment management services. William is a Certified Financial Planner™ professional and holds the Series 6, 7, 10, 24, 63, and 65 licenses. William's previous experience includes roles at Fidelity Investments Institutional Services Company, Inc. and Banc of America Investment Services, Inc. William is registered to provide investment advisory services in Florida and Texas.
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
FL
11/27/2023 - Present
Fidelity Personal AND Workplace Advisors (JUPITER FL)
MA
08/08/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
GA
03/22/2006 - 06/20/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
NC
08/08/2005 - 03/02/2006
IRONSTONE SECURITIES, INC. (RALEIGH NC)
MA
06/19/2002 - 06/29/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/07/1998 - 11/13/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 11/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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