Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cronin is a financial advisor with over 20 years of experience in the industry. William has a strong background in financial planning, portfolio management, and investment advisory services. William is currently registered with Kestra Advisory Services, LLC, and provides a range of services to individuals, businesses, and retirement plans. Previously, William has worked with ING Financial Partners, ING Financial Advisors, John Hancock Distributors, and Mutual of America Life Insurance Company. William is also a registered representative of Kestra Investment Services, LLC. William is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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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WI
04/19/2016 - Present
Kestra Advisory Services, LLC (WAUKESHA WI)
CT
02/14/2012 - 06/01/2012
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
TX
03/24/2007 - 06/01/2012
ING FINANCIAL ADVISERS, LLC (ADDISON TX)
MA
06/24/2004 - 02/23/2007
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
06/21/2001 - 06/03/2004
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/21/2001 - 06/03/2004
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 05/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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