Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam MacLin is an active financial advisor who has been in the industry since October 1993. William holds registrations as a Registered Representative (RR) and Investment Adviser Representative (IAR). William is currently registered with Ameriprise Financial Services, LLC in Tennessee and Texas. William has also held previous positions with IDS Life Insurance Company in Minnesota. William holds the Series 63, Series 7 and the SIE exam licenses. William is a Certified Financial Planner. William specializes in Retirement Planning, Estate Planning, College Savings, Insurance and Mutual Funds. William has experience working with high net worth individuals, corporations, trusts/estates, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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.
1
2
TN
06/19/2009 - Present
Ameriprise Financial Services, LLC (CORDOVA TN)
MN
10/20/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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