Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McNally is a financial professional with over a decade of experience in the financial services industry. William is currently registered with Pruco Securities, LLC and has previously held positions at PNC Investments and Wells Fargo Advisors, LLC. William is a Certified Financial Planner™ professional and holds Series 7 and Series 66 licenses. William has a strong background in providing financial advice and investment management services to individuals and businesses. William specializes in helping clients achieve their financial goals, including retirement planning, college savings, and estate planning.
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.
Helps you choose top advisors aligned with your 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.
Compensation from lpl enterprise, llc
1
2
PA
09/03/2020 - Present
Pruco Securities, LLC (Canonsburg PA)
OH
10/26/2010 - 09/01/2020
PNC INVESTMENTS (YOUNGSTOWN OH)
GA
12/04/2009 - 04/23/2010
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William McNally is the right advisor for you? Invested Better is here to help.
