Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McKenna is a registered representative with Capital Client Group, Inc. William has been in the industry since 2006 and holds Series 7TO, Series 6, and Series 26 licenses. William has experience providing investment advisory services. William is registered in California with the firm.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
10/27/2006 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
BC
Issued 05/15/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/27/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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