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 financial advisor with over 5 years of experience in the industry. William is currently registered with U.S. Bancorp Investments, Inc. and is licensed to provide investment advice in 52 states and the District of Columbia. William previously worked at Ameriprise Financial Services, Inc. and U.S. Bancorp Investments, Inc., demonstrating a consistent career in the financial services industry. William specializes in working with a variety of clients, including individuals, corporations, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. William is dedicated to providing clients with personalized financial advice and services to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
01/07/2025 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MN
08/16/2017 - 05/14/2021
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
03/11/2016 - 05/22/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
IA
Issued 03/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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