Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Downing Cass is a registered representative in Massachusetts. William has been in the securities industry for over 30 years, starting his career in December 1990 at Putnam Retail Management Limited Partnership. William is currently employed at Franklin Distributors, LLC and is licensed to sell securities in Massachusetts.
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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MA
07/02/2024 - Present
Franklin Distributors, LLC (Boston MA)
MA
12/17/1990 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BC
Issued 11/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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