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William L Consolino

MM Ascend Life Investor Services, LLC

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About William L Consolino

William Consolino is a financial professional with over 25 years of experience in the financial services industry. William is currently registered with MM Ascend Life Investor Services, LLC. William has held previous positions with INCAPITAL INSURANCE SERVICES, LLC, INCAPITAL LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FSC SECURITIES CORPORATION, JOHN HANCOCK DISTRIBUTORS LLC, TOWER SQUARE SECURITIES, INC., FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., and WOOD LOGAN ASSOCIATES, INC.

Firm Information

William Consolino is currently registered with MM Ascend Life Investor Services, LLC. MM Ascend Life Investor Services, LLC is a Limited Liability Company formed in 2021 that is registered in all 50 states and the District of Columbia. It offers other advisory services and is not currently providing active advisory services. It maintains 12 licensed agents, 12 investment adviser representatives, 12 registered representatives, and 2 investment advisory functions. The firm has filed four regulatory event disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

124

Total Financial Advisors

Services Offered

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.

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maintaining registration but not actively providing advisory services

Maintaining registration but not actively providing advisory services

Fee Structure

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.

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other

Maintaining registration but not serving clients

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William Consolino’s Registration & Firm History

PA

05/16/2017 - Present

MM Ascend Life Investor Services, LLC (Paoli PA)

FL

10/29/2013 - 01/14/2016

INCAPITAL INSURANCE SERVICES, LLC (DELRAY BEACH FL)

FL

10/29/2013 - 01/14/2016

INCAPITAL LLC (DELRAY BEACH FL)

PA

06/20/2011 - 10/18/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)

NJ

05/14/2009 - 06/16/2011

FSC SECURITIES CORPORATION (MARLTON NJ)

MA

10/12/2004 - 04/22/2009

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

CA

08/27/2002 - 08/19/2004

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

RI

12/14/1999 - 09/18/2001

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

CT

07/02/1993 - 09/30/1999

WOOD LOGAN ASSOCIATES, INC. (STAMFORD CT)

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Licenses & Designations

IA

Issued 06/28/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/01/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William L Consolino.
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