Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Noel Chitwood is a financial advisor with Captrust based in Raleigh, NC. William has been in the industry since February 3, 2015 and is registered to provide investment advice in North Carolina. William previously worked at Fidelity Brokerage Services LLC in Durham, NC. William has passed the Series 66, Series 7, and SIE exams.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
09/16/2015 - Present
Captrust (RALEIGH NC)
NC
12/20/2014 - 07/31/2015
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 01/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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