Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Martin is a financial advisor with Fidelity Personal And Workplace Advisors. William is registered with the state of Kentucky and has been working in the financial industry since August 2022. William is also a registered representative of FINRA. The advisor is licensed to provide securities advice and investment management services to clients in 52 states and 3 districts. William is located in Covington, Kentucky and works with clients in Kentucky, Ohio, and Texas. Fidelity Personal And Workplace Advisors is a large firm with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses.
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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KY
10/05/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 09/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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