Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Larsen Wharton is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. William has been in the financial services industry since December 2021. William is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 63, and 66 licenses. William is currently licensed in 53 states and the District of Columbia. William's experience includes working as a financial advisor for Fidelity Investments. William is committed to providing clients with personalized financial advice and helping them achieve their financial goals. William is a graduate of the University of North Carolina at Chapel Hill.
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
NC
03/07/2023 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BOTH
Issued 03/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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