Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J. Meagher is an active investment advisor representative with over 30 years of experience in the financial services industry. William currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered with the states of New Jersey and Pennsylvania. William previously worked at WELLS FARGO ADVISORS, LLC and UBS FINANCIAL SERVICES INC. William has a range of experience and licenses and has held multiple positions in the financial services industry, including those at Dean Witter Reynolds Inc., Legg Mason Wood Walker, Incorporated, MetLife Securities Inc., and Metropolitan Life Insurance Company. William Meagher has been a Director of the Wagner Free Institute of Science since 2012.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
12/18/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PHILADELPHIA PA)
PA
04/22/2009 - 11/03/2015
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
PA
08/21/2000 - 08/01/2006
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
NY
05/05/1995 - 08/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MD
10/18/1989 - 05/11/1995
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
10/05/1988 - 10/19/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/05/1988 - 10/19/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 05/27/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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