Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam MacK is a financial advisor with over 30 years of experience in the industry. William is currently registered with Planmember Securities Corp. and has a Series 7, Series 63 and Series 65 licenses. William also holds the Chartered Financial Consultant designation. William has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. William's focus is on providing financial planning, portfolio management, and investment supervisory services. He has experience with a variety of investment products and strategies, including stocks, bonds, mutual funds, and ETFs. William is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/23/2021 - Present
Planmember Securities Corp. (Schenectady NY)
NY
02/16/2005 - 06/16/2008
HAZARD & SIEGEL, INC. (SCHENECTADY NY)
NY
04/12/2002 - 10/01/2003
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
PA
01/19/1999 - 12/31/2000
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NH
02/01/1989 - 12/31/1997
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NA
06/30/1987 - 12/11/1987
ADVEST, INC.
NA
01/02/1987 - 07/07/1987
CNL, INC.
NA
12/18/1984 - 06/10/1986
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
IA
Issued 02/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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