Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward McLaren is a financial advisor with over 15 years of experience in the financial services industry. He is currently registered with Lincoln Financial Distributors, Inc. and holds Series 7 and 63 licenses as well as the SIE exam. William has a broad experience in the financial services industry, having previously worked with Lincoln Financial Advisors Corporation and Prudential Investment Management Services LLC.
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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2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
PA
03/14/2012 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)
PA
01/31/2012 - 03/15/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
12/13/2007 - 09/17/2010
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (ISELIN NJ)
BC
Issued 01/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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