Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McVay is an investment advisor representative, registered with Red Tortoise. William has been in the financial services industry for over 30 years and has experience in providing investment advice to individuals, corporations, and charitable organizations. William has earned the Certified Financial Planner and Chartered Financial Consultant designations. William currently holds Series 63, Series 65, and Series 8 licenses and previously held Series 3, Series 6, Series 7, Series 15, and Series 22 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
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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GA
09/11/2019 - Present
RED Tortoise (ATLANTA GA)
MD
01/05/1989 - 08/09/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
11/20/1987 - 01/25/1989
SHEARSON LEHMAN HUTTON INC.
NA
10/03/1983 - 08/18/1987
THE ROBINSON-HUMPHREY COMPANY INC.
NA
11/10/1980 - 10/24/1983
JOHN HANCOCK DISTRIBUTORS, INC.
NA
11/10/1980 - 10/24/1983
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
IA
Issued 05/29/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/05/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1983
Series 3 - National Commodity Futures Examination
BC
Issued 05/03/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/06/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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