Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam O'Malley is a financial professional with over 10 years of experience in the financial services industry. William is a registered representative of Park Avenue Securities LLC, and is also a Registered Investment Advisor (RIA) in Maine, Massachusetts, and New Hampshire. He is committed to providing comprehensive financial planning and investment management services to individuals and families. William focuses on helping clients reach their financial goals through a personalized approach that considers their unique circumstances, risk tolerance, and time horizon. William is a strong advocate for his clients, and he works hard to ensure that they understand their investment options and feel confident about their financial future. William is a certified public accountant (CPA) and owns his own tax preparation business, Patriot Tax Service. He is also a former employee of the Department of Defense. William's experience in both the public and private sectors gives him a unique perspective on financial planning, and he is committed to using his expertise to help his clients achieve their 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.
Seminars designed to boost your financial literacy and investment knowledge.
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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MA
08/03/2020 - Present
Park Avenue Securities LLC (NEEDHAM MA)
NH
10/09/2009 - 07/22/2011
H.D. VEST INVESTMENT SERVICES (PORTSMOUTH NH)
BOTH
Issued 01/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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