Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Connor McClatchy is a financial advisor registered with FINRA and licensed to sell securities in 53 states and the District of Columbia. William is currently affiliated with Vanguard Marketing Corp. and has been in the financial services industry since 2016. Prior to joining Vanguard Marketing Corp., William worked at Stifel, Nicolaus & Company, Incorporated. William has passed both the Series 66 and the Series 7 exams, as well as the Securities Industry Essentials Examination. William is located in Malvern, Pennsylvania.
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
PA
09/28/2017 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
08/03/2016 - 09/14/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CONSHOHOCKEN PA)
BOTH
Issued 11/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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