Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willis? Claim Your ProfileWillis Fawcett is an investment advisor representative at Titleist Asset Management, LLC based in San Antonio, TX. Willis has been in the financial services industry since February 16, 2017. Willis holds the Series 6, 63, and 65 licenses as well as the SIE. Previously, Willis was a registered representative with MML Investors Services, LLC from February 17, 2017, to March 2, 2020. Willis specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Willis also has experience in pension consulting. Willis is registered with the state of Texas as an Investment Advisor Representative and the state of Florida as a Registered Representative.
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.
A percentage of the total value of assets under management is charged.
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2
TX
04/18/2023 - Present
Titleist Asset Management, LLC (SAN ANTONIO TX)
TX
02/17/2017 - 03/02/2020
MML INVESTORS SERVICES, LLC (SAN ANTONIO TX)
IA
Issued 06/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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