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William Powell

Financial Representative at Fidelity Investments

The William Powell you're asking about appears to be a different person from the one with the LinkedIn username william-jake-powell-6ba453110. The William Powell who is a Financial Representative at Fidelity Investments has the following details:

William Powell is a financial advisor based in Boston, Massachusetts, working for Fidelity Personal and Workplace Advisors.13 He has been in the financial industry for about 12 years as of 2018.1 His current roles include positions at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors.13

Key points about William Powell:

  1. Experience: He has been working in the financial industry since around 2006, with various roles at different companies.1

  2. Qualifications: He has passed the Series 63 and Series 66 examinations.13

  3. Registration: He is registered to provide investment advice in Illinois and possibly other states.13

  4. Previous employers: Before joining Fidelity, he worked for companies such as TD Ameritrade and Northwestern Mutual Investment Services.1

  5. Services: As part of Fidelity Personal and Workplace Advisors, he likely provides services such as financial planning, portfolio management, and investment advice.13

It's important to note that this William Powell is not the same person as the LinkedIn profile you mentioned (william-jake-powell-6ba453110), which appears to belong to someone associated with Gilbert Public Schools.2

Highlights

William Powell - Fidelity Personal And Workplace Advisors | MA
Jul 13 · indyfin.com
William Powell - Indyfin

Related Questions

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William Powell
William Powell, photo 1
William Powell, photo 2
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Location

Scottsdale, Arizona, United States