William Fields (CRD# 6239079) is an Investment Advisor Representative working at Wd Financial Solutions in Owings, MD and has over 3 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2497493
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Development Financial Solutions | Owings, MD | Feb 2021 - Current | 3 |
| Optimum Business Services | Lanham, MD | Jan 2020 - Current | 4 |
| Optimum Homes, Inc. | Lanham, MD | Nov 2015 - Current | 8 |
| Pfs Investments Inc. | Crofton, MD | Feb 2014 - Oct 2019 | 5 |
| Primerica Financial Services | Crofton, MD | Apr 2012 - Jun 2019 | 7 |
| Giant Of Maryland, LLC | Dunkrik, MD | Nov 2014 - Jan 2015 | < 1 |
| Unemployed | Owings, MD | Aug 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts5ACCOUNTS
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Average Account Value$44,737
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
MD
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