Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hankins is a financial advisor with over 20 years of experience in the financial services industry. William has been with Fidelity Personal AND Workplace Advisors since 2018 and previously worked with Securities Service Network, Inc., CitiStreet Equities LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. William is a registered representative in 33 states and an investment advisor representative in Tennessee and Texas. William holds Series 4, 7, 24, 53, 55, and 63 licenses and the SIE. William has a broad range of experience and expertise and is committed to helping clients achieve their financial 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
TN
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (KNOXVILLE TN)
TN
10/18/2000 - 10/28/2010
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NJ
11/24/1999 - 10/02/2000
CITISTREET EQUITIES LLC (SOMERSET NJ)
MN
10/15/1998 - 09/22/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/15/1998 - 09/22/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/16/2002
Series 4 - Registered Options Principal Examination
BC
Issued 02/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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