Unclaimed
William McKee is a financial advisor with over 2 years of experience in the financial services industry. William is registered with the state of Pennsylvania and is currently employed by Pacer Financial, Inc. William holds the Series 63, Series 7TO and SIE 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.
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
PA
10/28/2021 - Present
Pacer Financial, Inc. (Malvern PA)
BC
Issued 12/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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