Antoine Williams (CRD# 6119873) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has over 10 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Woodmere Village, OH | Nov 2021 - Current | 2 |
J.p. Morgan Securities LLC | South Euclid, OH | Mar 2021 - Nov 2021 | < 1 |
Jpmorgan Chase Bank, N.a. | South Euclid, OH | Nov 2020 - Nov 2021 | 1 |
Amazon | Euclid, OH | Aug 2020 - Feb 2021 | < 1 |
Unemployed | Bedford Heights, OH | Nov 2019 - Jul 2020 | < 1 |
Pnc Bank, N.a. | Woodmere, OH | Sep 2014 - Oct 2019 | 5 |
Best Buy | Macedonia, OH | Nov 2015 - Jan 2016 | < 1 |
Key Investment Services LLC | Cleveland, OH | Sep 2012 - Sep 2014 | 2 |
Key Bank, N.a. | Cleveland, OH | Mar 2011 - Sep 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2013 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- OH
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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
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