Unclaimed
William Nolan Williams is a registered representative with Fidelity Brokerage Services LLC. William has been in the industry since June 27, 2006. William has Series 7, Series 63, and SIE licenses. William is currently registered in California. William's previous experience includes working at J.P. Morgan Institutional Investments Inc. and Charles Schwab & Co., Inc. in San Francisco, California.
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
CA
08/11/2016 - Present
Fidelity Brokerage Services LLC (SAN FRANCISCO CA)
CA
09/06/2012 - 06/20/2016
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (SAN FRANCISCO CA)
CA
07/29/2009 - 06/14/2010
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
CA
02/05/2004 - 07/20/2009
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
BC
Issued 10/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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