Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lynn is a financial advisor with Fidelity Personal And Workplace Advisors, a firm that manages over $800 billion in assets. William has been in the industry since 2002 and has experience with a variety of financial products and services. William is licensed in 53 states and the District of Columbia and holds the Series 6, 7, 63 and 66 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.
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2
CO
05/11/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
NJ
10/29/2020 - 03/31/2023
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
CO
04/11/2012 - 03/29/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
11/02/2007 - 03/21/2012
TRANSAMERICA CAPITAL, INC. (DENVER CO)
OH
07/17/2007 - 08/27/2007
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
ME
10/10/2006 - 08/01/2007
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
CO
03/10/2006 - 08/07/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
11/03/2005 - 03/01/2006
LIBERTY LIFE SECURITIES LLC (HIGHLANDS RANCH CO)
NH
09/10/2004 - 08/24/2005
LIBERTY LIFE SECURITIES LLC (DOVER NH)
NY
09/07/1999 - 10/24/2003
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
BOTH
Issued 04/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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