Unclaimed
William Vincent Fridlender is a financial professional with over six years of experience in the securities industry. William has a Series 7, 79 and SIE licenses and is registered with Synovus Securities, Inc. William previously worked at STEPHENS and TRUIST SECURITIES, INC. William is registered in 29 states and the District of Columbia. William specializes in providing financial planning, investment management, and other advisory services to individuals, businesses, and charitable organizations.
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.
Tax related services, administrative services
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
GA
08/17/2023 - Present
Synovus Securities, Inc. (ATLANTA GA)
GA
11/04/2020 - 02/23/2022
STEPHENS (ATLANTA GA)
GA
08/24/2015 - 10/07/2020
TRUIST SECURITIES, INC. (ATLANTA GA)
BC
Issued 08/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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