Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Welty is a registered representative with Fidelity Brokerage Services LLC. William has been in the securities industry since September 2022. William's primary office is located in Covington, KY. William is licensed to sell securities in 53 states and is also registered with FINRA. William is also a Series 7, Series 63 and SIE exam holder.
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.
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.
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KY
09/27/2022 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 10/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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