Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Marvin Strong is an investment advisor representative with Fidelity Personal AND Workplace Advisors. William has been in the securities industry since November 13, 2023. William holds Series 63, Series 7TO and SIE licenses. William is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advice in 53 states and Puerto Rico. William specializes in providing investment advice and financial planning services to individuals, families, corporations, and charitable organizations. William is also licensed to provide portfolio management services. William is committed to providing his clients with personalized investment advice and financial planning services that are tailored to their individual needs and goals.
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
UT
10/15/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BC
Issued 11/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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