Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hanlon is a financial advisor with over 30 years of experience in the industry. William has a strong background in investment banking and municipal securities, having held previous roles at firms like Morgan Keegan & Company, Inc. and PricewaterhouseCoopers Securities LLC. William is currently registered with Fifth Third Securities, Inc. and provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
GA
03/29/2024 - Present
Fifth Third Securities, Inc. (ATLANTA GA)
CA
01/13/2012 - 04/01/2024
H2C SECURITIES INC. (SAN DIEGO CA)
CA
06/01/2007 - 07/20/2011
MORGAN KEEGAN & COMPANY, INC. (SAN FRANCISCO CA)
GA
10/10/2001 - 06/13/2007
SHATTUCK HAMMOND PARTNERS LLC (ATLANTA GA)
IL
05/21/1998 - 10/30/2001
PRICEWATERHOUSECOOPERS SECURITIES LLC (CHICAGO IL)
NY
08/14/1993 - 05/21/1998
SHATTUCK HAMMOND PARTNERS INC. (NEW YORK NY)
NY
01/18/1991 - 05/11/1993
CAIN BROTHERS, SHATTUCK & COMPANY, INCORPORATED (NEW YORK NY)
BC
Issued 11/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 14 - Compliance Officer Examination
BC
Issued 5/9/2002
Series 24 - General Securities Principal Examination
BC
Issued 4/8/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 3/29/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/7/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 1/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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