Unclaimed
William Arthur Kearney has been an active financial advisor for over 40 years. William is registered with Benjamin F. Edwards & Company, Inc. William is a CERTIFIED FINANCIAL PLANNER™ professional and has earned a Series 63, 66, 7, 3, 9, 10 and SIE. William has worked with clients of all types including high net worth individuals, pension and profit sharing plans, charitable organizations, individuals other than high net worth, and corporations and other businesses. William also has a proven track record in financial planning and portfolio management. William is committed to providing personalized investment advice to help his 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
10/13/2016 - Present
Benjamin F. Edwards & Company, Inc. (Concord NH)
NH
10/16/2009 - 10/14/2016
WEDBUSH SECURITIES INC. (CONCORD NH)
NH
01/01/2008 - 10/22/2009
WELLS FARGO ADVISORS, LLC (CONCORD NH)
NH
04/07/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CONCORD NH)
NA
07/22/1982 - 04/29/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 05/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2005
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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