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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Randall Thatcher is a financial advisor at Fidelity Personal And Workplace Advisors. William has been in the financial services industry since 1998 and has a strong track record of helping clients achieve their financial goals. William holds the Series 3, 7, and 63 licenses and is a Chartered Financial Analyst. William is registered to provide investment advice in 53 states and the District of Columbia, as well as Puerto Rico and the Virgin Islands. William is also registered to provide investment advice in Texas. William specializes in providing financial planning services to individuals, businesses, and non-profit organizations. In addition to his work at Fidelity, William also serves as a board member of the Arizona Public Safety Personnel Retirement System.
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.
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AZ
10/19/2023 - Present
Fidelity Personal AND Workplace Advisors (PHOENIX AZ)
AZ
01/10/2014 - 05/26/2016
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
CT
09/15/1998 - 09/13/2006
COMMONFUND SECURITIES, INC. (WILTON CT)
CA
08/29/1996 - 01/20/1997
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BC
Issued 01/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2013
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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