Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McConnell is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. William has 22 years of experience in the financial industry and is registered with the state of Florida as an Investment Advisor Representative. William is also registered in 24 states as a Broker and has two principal and three product exams. Prior to Raymond James, William worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
06/24/2013 - Present
Raymond James Financial Services Advisors, Inc. (CORAL SPRINGS FL)
GA
06/08/2001 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CUMMING GA)
BOTH
Issued 07/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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