Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kisow is a financial advisor who has been in the industry since 2008. William is currently registered with Fidelity Personal and Workplace Advisors and has been with the firm since 2018. Before joining Fidelity Personal and Workplace Advisors, William was with E*TRADE SECURITIES LLC and Fidelity Brokerage Services LLC. William offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisers. William is licensed to provide investment advice in 52 states and has Series 6, 7, 63, and 66 securities licenses.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
06/11/2010 - 02/28/2012
E*TRADE SECURITIES LLC (SANDY UT)
UT
01/25/2008 - 07/27/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
02/12/2007 - 11/28/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
BOTH
Issued 06/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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