Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Flynn is a financial advisor currently registered with Janney Montgomery Scott LLC in Hingham, Massachusetts. William Flynn has been in the financial industry since 1987, with previous affiliations including Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, Smith Barney Inc. and Lehman Brothers Inc. William Flynn has a broad range of licenses including Series 63, Series 65 and Series 7 and is registered as a securities agent in 27 states.
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.
Fee plus commission
1
2
MA
10/06/2008 - Present
Janney Montgomery Scott LLC (Hingham MA)
MA
04/02/2007 - 11/05/2007
MORGAN STANLEY & CO., INCORPORATED (NORWELL MA)
MA
09/03/1999 - 04/02/2007
MORGAN STANLEY DW INC. (NORWELL MA)
NY
03/06/1995 - 09/08/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 03/16/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
05/01/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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