Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Nathaniel Pass is a financial advisor with Fidelity Personal and Workplace Advisors. William has been in the industry since July 2010 and is registered in 52 states and the District of Columbia. William is also a registered Investment Advisor in Texas. William holds the Series 7, Series 63, and Series 66 licenses. He is a songwriter and musician, performing live music and recording for streaming services. William offers a range of services to individuals, businesses, and institutions including financial planning, portfolio management, educational seminars, and the selection of other advisors.
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.
1
2
TX
04/25/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 02/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure William Pass is the right advisor for you? Invested Better is here to help.
