Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jerald McIntosh is a registered representative with Wedbush Securities Inc. William has been in the securities industry for 16 years. William also has experience with TD Ameritrade, Inc., Waddell & Reed, Inc., Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.. William's specializations include: securities, mutual funds, variable life insurance, variable annuities, fixed insurance, and other financial products. William holds the following licenses: Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 66, and Series 99TO. William is licensed in California.
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.
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.
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2
CA
05/24/2017 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
CA
12/09/2009 - 06/23/2016
TD AMERITRADE, INC. (ENCINO CA)
CA
07/20/2009 - 11/17/2009
WADDELL & REED, INC. (TORRANCE CA)
CA
04/02/2007 - 07/24/2008
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
IL
08/10/2005 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
BOTH
Issued 02/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/22/2018
Series 4 - Registered Options Principal Examination
BC
Issued 06/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 02/16/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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