Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McIntosh is a financial professional with over 50 years of experience in the securities industry. William is currently registered with MML Investors Services, LLC and is active in both Broker-Dealer and Investment Adviser roles. William is Series 7, Series 63 and SIE licensed. Prior to joining MML Investors Services, LLC, William was employed at MSI Financial Services, Inc., New England Securities, MML Investors Services, Inc., G. R. Phelps & Co., Inc. and Cigna Securities, Inc. William specializes in serving a wide range of clients including individuals, corporations, charitable organizations, pension and profit sharing plans, insurance companies, investment companies, trusts and foundations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (BOSTON MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
MA
01/05/1999 - 01/02/2015
NEW ENGLAND SECURITIES (BOSTON MA)
MA
03/01/1996 - 12/16/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/21/1991 - 03/01/1996
G. R. PHELPS & CO., INC.
PA
11/26/1973 - 06/21/1991
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 08/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure William McIntosh is the right advisor for you? Invested Better is here to help.
