Unclaimed
William Maxwell Fryer is an investment advisor representative at Folger Nolan Fleming Douglas Inc. William has been active in the financial services industry since 2013. William is registered to provide investment advisory services in Arkansas, California, Delaware, District of Columbia, Kentucky, Maryland, New Hampshire, Ohio, Virginia, and several other states. William holds FINRA Series 63, 65, 7 and SIE licenses. William has previous experience with PNC Investments and Maxim Group LLC.
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.
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.
Recommend wrap fee management programs of other registered investment advisers
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.
A percentage of the total value of assets under management is charged.
1
2
MD
08/07/2017 - Present
Folger Nolan Fleming Douglas Inc. (CAMBRIDGE MD)
DE
01/06/2015 - 08/09/2017
PNC INVESTMENTS (SEAFORD DE)
NY
09/05/2013 - 11/25/2014
MAXIM GROUP LLC (NEW YORK NY)
IA
Issued 02/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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