Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Collins is an investment advisor representative with MAI Capital Management, LLC. William is registered with the state of Massachusetts and New Hampshire. William has a background in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. William has been with MAI Capital Management, LLC for 8 years and prior to that William worked with Foreside Fund Services, LLC, KBD Securities, LLC, Fidelity Brokerage Services LLC, ALPS Mutual Funds Services, Inc., Pioneer Funds Distributor, Inc., and National Financial Services Corporation. William is also a Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
02/15/2018 - Present
MAI Capital Management, LLC (CLEVELAND OH)
MA
05/18/2011 - 01/28/2014
FORESIDE FUND SERVICES, LLC (BURLINGTON MA)
NY
09/16/2010 - 04/19/2011
KBD SECURITIES, LLC (NEW YORK NY)
MA
08/28/1996 - 11/19/2008
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
CO
05/12/1994 - 08/16/1996
ALPS MUTUAL FUNDS SERVICES, INC. (DENVER CO)
MA
02/25/1993 - 12/08/1993
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
RI
01/13/1992 - 01/27/1993
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MA
05/31/1991 - 12/31/1991
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
BC
Issued 06/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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