Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McDonald is a registered investment advisor with Wells Fargo Clearing Services, LLC, located in Georgetown, TX. William has been working in the financial services industry since 2005. William holds licenses in Arkansas, Massachusetts, New Mexico, Oklahoma, Texas, and Utah. William has passed the Series 7, 9, 10, 66, and SIE exams. William's current firm is Wells Fargo Clearing Services, LLC. Prior to that, William worked at Wells Fargo Investments, LLC. William provides financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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
TX
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (GEORGETOWN TX)
TX
09/27/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROUND ROCK TX)
BOTH
Issued 10/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/06/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
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 McDonald is the right advisor for you? Invested Better is here to help.
