Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fitzgerald is a financial advisor with over 10 years of experience in the industry. William has held positions with several well-known firms, including Northwestern Mutual Investment Services, LLC and ING Financial Advisors, LLC, before joining Voya Financial Advisors, Inc. William is registered to provide investment advice in Connecticut, New York, and Texas. William’s registrations also include holding the Series 6, 7, 63, 66, and SIE licenses. William provides financial planning, investment management, and educational seminars for individuals, high-net-worth individuals, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
04/28/2023 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
08/13/2019 - 11/13/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)
CT
03/08/2013 - 05/31/2019
MML INVESTORS SERVICES, LLC (ENFIELD CT)
CT
11/12/2012 - 03/04/2013
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
02/10/2004 - 08/01/2006
ING FINANCIAL ADVISERS, LLC (HARTFORD CT)
BOTH
Issued 09/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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