Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McCann is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. William has been in the industry since January 1998 and has a strong track record of providing financial advice to individuals and businesses. William has experience in a variety of investment areas, including stocks, bonds, mutual funds, and options. William is also a registered principal, which means that William has the authority to supervise other registered representatives. William is currently licensed in 22 states and has a variety of licenses and certifications, including Series 66, Series 7, and Series 9. William was previously registered with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is committed to providing clients with the highest quality financial advice and is dedicated 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.
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.
Investment consulting services to institutional clients
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.
1
2
MA
01/16/2025 - Present
Wells Fargo Clearing Services, LLC (HYANNIS MA)
MA
12/03/2001 - 03/13/2009
CITIGROUP GLOBAL MARKETS INC. (HYANNIS MA)
NY
01/07/1998 - 12/05/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/27/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/15/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William McCann is the right advisor for you? Invested Better is here to help.
