Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McKahan is a financial advisor currently registered with The Leaders Group, Inc.. William has been in the securities industry since 1997 and has held registrations with several firms in Pennsylvania, New York, and Colorado. William McKahan holds Series 6, 7, and 63 licenses as well as the Securities Industry Essentials Examination (SIE). William is licensed in Florida, Michigan, Montana, North Carolina, Ohio, and Pennsylvania.
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.
1
2
CO
01/17/2013 - Present
THE Leaders Group, Inc. (LITTLETON CO)
PA
01/07/2003 - 03/08/2011
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
CO
12/11/2001 - 12/31/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
PA
03/03/1999 - 11/16/2001
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
NY
12/10/1997 - 10/14/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
09/01/1995 - 12/09/1997
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William McKahan is the right advisor for you? Invested Better is here to help.
