Unclaimed
William Crissy is a financial advisor with Fidelity Brokerage Services LLC. William has been in the financial services industry since 2011 and has a broad range of experience. William holds Series 7, 9, 10, and 63 licenses, as well as the SIE exam. William is registered with FINRA and is active in the securities industry.
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
NH
10/25/2023 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NH
08/29/2011 - 10/14/2019
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 09/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/30/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure William Crissy is the right advisor for you? Invested Better is here to help.