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William Oliver Stofel

Fidelity Brokerage Services LLC

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About William Oliver Stofel

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.

Firm Information

William Stofel is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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William Stofel’s Registration & Firm History

FL

10/22/2021 - Present

Fidelity Brokerage Services LLC (JACKSONVILLE FL)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for William Oliver Stofel.
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