Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mc crea is a financial advisor with Convergence Financial. William has been in the industry for over 20 years. William has held previous positions with CHARLES SCHWAB & CO., INC., VALIC FINANCIAL ADVISORS, INC., and UBS FINANCIAL SERVICES INC. William currently holds Series 7 and Series 66 licenses, and is registered as an Investment Advisor Representative in Missouri.
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.
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.
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KS
06/24/2024 - Present
Convergence Financial (Overland Park KS)
KS
10/16/2006 - 07/01/2024
CHARLES SCHWAB & CO., INC. (Leawood KS)
AZ
05/10/2004 - 10/18/2006
VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)
NJ
07/09/2001 - 05/25/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 07/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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