Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Murdoch is a financial advisor in Osterville, MA. William has been in the financial industry since 1984. William is registered with and employed by Janney Montgomery Scott LLC. William holds Series 3, 7, 9, 10, 63 and SIE licenses. William Murdoch is a Certified Financial Planner (CFP) and is also a member of Town of Barnstable Trust Fund Advisory Committee.
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.
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.
Fee plus commission
1
2
MA
06/25/2014 - Present
Janney Montgomery Scott LLC (OSTERVILLE MA)
MD
04/21/1989 - 06/09/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
06/20/1984 - 05/02/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 07/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/08/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1986
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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