Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Toller is an investment advisor representative at Fidelity Personal And Workplace Advisors, a firm with over $1 trillion in assets under management. William holds a Series 7, Series 66, and Series 9 and 10 licenses and has been in the industry since June 2019. William's services include financial planning, portfolio management, and educational seminars. Fidelity Personal And Workplace Advisors provides a wide range of investment services to both individuals and businesses.
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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2
TX
10/02/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 07/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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