Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Carter McClelland is a financial advisor with Union Square Advisors LLC. William has been working in the financial industry since 1978, and has experience with a variety of firms including Soleil Securities Corporation, Banc of America Securities LLC, Deutsche Morgan Grenfell Inc., Morgan Stanley & Co., Incorporated.
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.
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.
1
2
NY
07/18/2007 - Present
Union Square Advisors LLC (NEW YORK NY)
NY
12/11/2006 - 07/20/2007
SOLEIL SECURITIES CORPORATION (NEW YORK NY)
NY
11/05/1998 - 01/25/2006
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
10/10/1995 - 03/23/1998
DEUTSCHE MORGAN GRENFELL INC. (NEW YORK NY)
NY
01/01/1981 - 03/02/1995
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
11/20/1975 - 02/27/1980
MORGAN STANLEY & CO., INCORPORATED
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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