Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stewart Fleming is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. William has been in the financial services industry since June 2018. William is licensed to provide securities advice and investment advisory services in 52 states and the District of Columbia. William has experience with a variety of investment products and services, including mutual funds, variable annuities, and investment advisory services. William is committed to providing his clients with personalized financial advice and investment strategies tailored to their individual needs and goals.
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
NH
07/11/2024 - Present
Fidelity Personal AND Workplace Advisors (LITCHFIELD NH)
NH
01/12/2022 - 09/05/2023
SANTANDER SECURITIES LLC (NASHUA NH)
NH
04/29/2019 - 12/20/2021
CITIZENS SECURITIES, INC. (NASHUA NH)
NH
11/22/2017 - 04/25/2019
MML INVESTORS SERVICES, LLC (BEDFORD NH)
IA
Issued 05/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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