Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Madara is a financial advisor with over 20 years of experience in the industry. William is currently registered with Advisory Services Network, a firm headquartered in Atlanta, Georgia. William has a broad range of experience, having worked with various firms in the past. William is licensed to provide financial advice in New Hampshire, New Jersey and Texas. William offers financial planning and portfolio management services for individuals and businesses. William also provides financial planning services to charitable organizations. William is a Certified Financial Planner and a Chartered Financial Consultant. William is committed to providing clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
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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NJ
01/12/2023 - Present
Advisory Services Network (Moorestown NJ)
NJ
12/21/2009 - 08/31/2016
NATIONAL SECURITIES CORPORATION (MOORESTOWN NJ)
NJ
11/01/2004 - 12/24/2009
GUNNALLEN FINANCIAL, INC (MOORESTOWN NJ)
AZ
12/02/2002 - 12/09/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
06/28/2001 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
GA
04/11/1994 - 07/03/2001
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2010
Series 24 - General Securities Principal Examination
BC
Issued 08/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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