William Biemer (CRD# 7442628) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 2 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Invesments | Smithfield, RI | Sep 2021 - Current | 2 |
| Milton Hill Sport And SPA | Milton, MA | Feb 2019 - Jul 2021 | 2 |
| Cambridge College | Charlestown, MA | Jan 2019 - May 2021 | 2 |
| The Vaughan Company | Quincy, MA | Feb 2018 - Feb 2019 | 1 |
| Rw Anderson & Sons | Sandwich, MA | Feb 2018 - Feb 2018 | < 1 |
| Mystic Scenic Studios, Inc. | Norwood, MA | Sep 2017 - Feb 2018 | < 1 |
| Ap Kimball Construction LLC | Yarmouth Port, MA | Jun 2017 - Sep 2017 | < 1 |
| Quinnipiac University | Hamden, CT | Aug 2014 - May 2017 | 2 |
| Ap Kimball Construction LLC | Yarmouth Port, MA | Jun 2016 - Aug 2016 | < 1 |
| Ap Kimball Construction LLC | Yarmouth Port, MA | Jun 2015 - Aug 2015 | < 1 |
| Ap Kimball Construction LLC | Yarmouth Port, MA | Jun 2014 - Aug 2014 | < 1 |
| Xaverian Brothers High School | Westwood, MA | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- MA
- RI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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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