Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stephen Fazekas is a financial advisor in Cleveland, Ohio with over 20 years of experience in the financial industry. William is a registered representative of McDonald Partners LLC. In addition to McDonald Partners LLC, William has also worked for several other financial firms, including Kestra Investment Services, LLC, Independent Financial Group, LLC, VOYA Financial Partners, LLC, Charles Schwab & Co., Inc., LPL Financial Corporation, and TD Waterhouse Investor Services, Inc. William is also a licensed variable annuity, life, health, and accident insurance agent.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
11/10/2020 - Present
McDonald Partners LLC (CLEVELAND OH)
OH
02/02/2017 - 10/30/2020
KESTRA INVESTMENT SERVICES, LLC (CLEVELAND OH)
OH
06/10/2015 - 01/20/2017
INDEPENDENT FINANCIAL GROUP, LLC (Cleveland OH)
OH
02/28/2012 - 06/01/2015
VOYA FINANCIAL PARTNERS, LLC (INDEPENDENCE OH)
OH
04/03/2008 - 02/08/2012
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
SC
07/20/2007 - 03/24/2008
LPL FINANCIAL CORPORATION (FORT MILL SC)
OH
04/28/2004 - 07/10/2007
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
NE
08/27/1999 - 03/26/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/09/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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