William Hennessey (CRD# 2982911) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fort Mitchell, KY and has over 26 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Fort Mitchell, KY | Aug 2018 - Current | 5 |
| Unemployed | Cincinnati, OH | Apr 2017 - Aug 2018 | 1 |
| Tiaa | Cincinnati, OH | Jul 2015 - Apr 2017 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Cincinnati, OH | Jul 2015 - Apr 2017 | 1 |
| Unemployed | Cincinnati, OH | Mar 2015 - Jul 2015 | < 1 |
| Aequitas Investment Management, LLC | Lake Oswego, OR | Aug 2014 - Mar 2015 | < 1 |
| Charles Schwab & Company, Inc. | Cincinnati, OH | Apr 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
- KY
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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