Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Christoper Donaldson is a financial advisor registered with National Financial Services LLC. He is registered to offer securities in Rhode Island, Massachusetts and has been a registered financial advisor for over 15 years. William has passed the Series 7, 6, 63 and SIE exams. He was previously registered with BANC OF AMERICA INVESTMENT SERVICES, INC. and JOHN HANCOCK DISTRIBUTORS LLC.
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.
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RI
11/23/2010 - Present
National Financial Services LLC (SMITHFIELD RI)
MA
11/27/2006 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
MA
11/17/2005 - 10/20/2006
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
05/29/2001 - 11/22/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 01/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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