William BereszniewiczCRD Number: 7054298
Current Firm: Fidelity Personal And Workplace Advisors
William Bereszniewicz (CRD# 7054298) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 3 years of experience in the finance industry. William Bereszniewicz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Fidelity Investments||Burlington, MA||Apr 2019 - Current||3|
|North American Management Corp||Boston, MA||Mar 2016 - Apr 2019||3|
|Jpmorgan Chase & Company||Boston, MA||Sep 2015 - Mar 2016||< 1|
|Los Angeles Dodgers||Los Angeles, CA||Jun 2014 - Jul 2015||1|
|Binghamton University||Binghamton, NY||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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