Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Munro is an investment advisor representative at Mariner Independent, based in Wellesley, Massachusetts. William has over 30 years of experience in the financial services industry and has held previous roles at J.P. Morgan Securities LLC, J.P. Morgan Securities Inc, and John Nuveen & Co., Incorporated. William specializes in providing financial planning and portfolio management for individuals and businesses. William holds the Series 6, 7, 3, 9, 10, 63, and 65 licenses. William has been actively involved in the industry since 1992, and his dedication to providing excellent client service and personalized investment strategies has earned him a loyal following.
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.
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.
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2
MA
03/06/2024 - Present
Mariner Independent (Wellesley MA)
MA
10/01/2008 - 08/08/2023
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
01/10/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (BOSTON MA)
NY
01/12/1994 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IL
11/12/1992 - 06/15/1993
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
IA
Issued 01/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1994
Series 3 - National Commodity Futures Examination
BC
Issued 02/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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