Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McNair is a registered investment advisor representative in Washington. William has been working in the financial services industry since 2007. William is currently registered with Eagle Strategies LLC. William has been registered with Eagle Strategies LLC since 2023. Previously, William was registered with NYLIFE Securities LLC and MetLife Securities Inc. William holds Series 6, 7, 63, and 65 licenses. William provides financial planning, portfolio management, and educational seminars. William's firm Eagle Strategies LLC also provides advisory services for individuals, pension consulting, and publication of periodicals.
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.
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.
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WA
04/19/2023 - Present
Eagle Strategies LLC (WENATCHEE WA)
WA
01/13/2016 - 12/16/2022
NYLIFE SECURITIES LLC (WENATCHEE WA)
WA
08/15/2007 - 12/16/2015
METLIFE SECURITIES INC. (WENATCHEE WA)
IA
Issued 1/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/8/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 8/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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