Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerard MacHer is a financial professional with over 39 years of experience in the industry. William Gerard MacHer is currently registered with Allworth Financial, LP, and is a Registered Representative for Allworth Financial, LP as well. William Gerard MacHer previously worked at LPL FINANCIAL LLC, NATIONAL PLANNING CORPORATION, ASSOCIATED SECURITIES CORP., SIGNATOR INVESTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. William Gerard MacHer holds a Series 6, Series 7, Series 22, Series 24, Series 51, Series 63, and Series 65 license and holds the designation Chartered Financial Consultant.
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.
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.
1
2
MO
12/23/2021 - Present
Allworth Financial, LP (St. Louis MO)
MO
11/29/2017 - 12/22/2021
LPL FINANCIAL LLC (ST. LOUIS MO)
MO
05/30/2007 - 11/29/2017
NATIONAL PLANNING CORPORATION (ST. LOUIS MO)
MO
08/15/2003 - 05/31/2007
ASSOCIATED SECURITIES CORP. (ST LOUIS MO)
MA
07/13/1983 - 08/26/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
07/13/1983 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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