Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mancieri is a financial advisor with over 20 years of experience in the industry. William is currently registered with Fidelity Brokerage Services LLC and previously worked with NATIONAL FINANCIAL SERVICES LLC, BANC OF AMERICA INVESTMENT SERVICES, INC. and QUICK & REILLY, INC.. William holds licenses Series 4, 7, 9, 10, 24, 53, 63, and 66. William is registered in Rhode Island and Nevada and is a Registered Principal. William has served clients in both Rhode Island and Massachusetts.
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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2
RI
03/27/2012 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
03/27/2012 - 12/10/2015
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
MA
10/11/2007 - 12/01/2008
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
10/20/2004 - 09/17/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
NY
06/20/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BC
Issued 04/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 09/24/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/15/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/17/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/15/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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