Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McCance is a financial professional with over 30 years of experience in the industry. William is currently registered with Trust Advisory Group Ltd. and has previously been associated with several other firms. William offers a range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. William is registered to provide investment advisory services in Massachusetts.
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.
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.
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
AL
10/23/2007 - Present
Trust Advisory Group Ltd. (BIRMINGHAM AL)
MA
09/01/2005 - 09/06/2007
COMMONWEALTH FINANCIAL NETWORK (READING MA)
CT
03/19/2002 - 08/31/2005
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
01/05/2000 - 11/30/2001
ADVISORY GROUP EQUITY SERVICES LTD. (READING MA)
NY
03/04/1993 - 12/23/1999
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/04/1993 - 12/23/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
01/01/1993 - 02/16/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
PA
02/23/1990 - 12/24/1990
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
DC
09/12/1988 - 02/27/1990
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
NA
10/30/1985 - 09/21/1988
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 07/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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