Unclaimed
William Stofel is a financial advisor at Fidelity Brokerage Services LLC, registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. William holds Series 7, Series 63, and SIE licenses, and has been working in the industry since October 2021. William is registered in 53 states and territories, including Florida, Alabama, Alaska, Arizona, and Arkansas. William is committed to providing clients with personalized financial advice and guidance to help them achieve their financial 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.
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.
1
2
FL
10/22/2021 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 11/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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