Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lloyd is a financial advisor with Fidelity Personal and Workplace Advisors, with over 5 years of experience in the financial industry. William is registered with the state of Texas and holds the Series 6, Series 7TO, SIE and Series 66 licenses. William has a broad range of experience in the financial services industry, including experience at J.P. Morgan Securities LLC. William specializes in portfolio management for individuals and businesses, as well as financial planning.
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
TX
04/21/2022 - Present
Fidelity Personal AND Workplace Advisors (MAGNOLIA TX)
TX
04/15/2016 - 02/06/2022
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
BOTH
Issued 10/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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