Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McMaster is a financial advisor with over 30 years of experience in the industry. William is currently registered with Morgan Stanley in Columbia, SC. William has previously been registered with BB&T Securities, LLC, Scott & Stringfellow, LLC, Edgar M. Norris & Co., Inc., Wachovia Brokerage Service, and SCN Discount Brokerage Services, Inc. William holds several licenses including Series 7, Series 10, Series 24, and Series 53. William holds a Series 63 license and has passed the SIE exam. William specializes in working with individuals, high-net-worth individuals, businesses, investment companies, insurance companies, charitable organizations, pension and profit sharing plans, and banking or thrift institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
SC
04/02/2020 - Present
Morgan Stanley (Columbia SC)
SC
01/02/2013 - 05/21/2013
BB&T SECURITIES, LLC (COLUMBIA SC)
SC
03/07/2001 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (COLUMBIA SC)
SC
06/19/1996 - 03/07/2001
EDGAR M. NORRIS & CO., INC. (GREENSVILLE SC)
NC
07/07/1993 - 06/21/1996
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NA
07/20/1988 - 11/15/1988
SCN DISCOUNT BROKERAGE SERVICES, INC.
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/18/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William McMaster is the right advisor for you? Invested Better is here to help.
