Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McCall is a financial advisor with over 49 years of experience in the financial services industry. He is currently registered with Ameriprise Financial Services, LLC in Knoxville, Tennessee. Prior to joining Ameriprise, William worked at a variety of firms, including Sterne, Agee & Leach, Inc., Anderson & Strudwick, Incorporated, and J.J.B. Hilliard, W.L. Lyons, Inc. William holds licenses for both securities and investment advisory services. William has also been involved in a number of business ownership, consulting, and board of director roles.
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.
Asset allocation 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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2
TN
01/15/2014 - Present
Ameriprise Financial Services, LLC (Knoxville TN)
TN
12/09/2011 - 02/04/2014
STERNE, AGEE & LEACH, INC. (KNOXVILLE TN)
TN
08/23/2005 - 12/09/2011
ANDERSON & STRUDWICK, INCORPORATED (KNOXVILLE TN)
KY
03/28/2002 - 09/22/2005
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NJ
02/28/1997 - 04/16/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MO
11/04/1991 - 02/24/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/02/1986 - 11/05/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/26/1978 - 07/10/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/16/1973 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BOTH
Issued 08/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 03/12/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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