Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bernacki is a financial advisor currently registered with Fidelity Personal and Workplace Advisors in Schaumburg, Illinois. William has been in the industry for over 5 years and has experience working with clients of all types, including high net worth individuals, corporations, and pension plans. William holds a Series 7, 63 and 66 license and has passed the SIE exam. He is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Prior to Fidelity, William worked at Thrivent Investment Management Inc. and J.P. Morgan Securities LLC. William is licensed in the state of Illinois.
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
IL
09/09/2024 - Present
Fidelity Personal AND Workplace Advisors (BLOOMINGDALE IL)
MN
04/25/2024 - 05/01/2024
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IL
12/27/2018 - 10/31/2023
J.P. MORGAN SECURITIES LLC (GLEN ELLYN IL)
BOTH
Issued 08/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/30/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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