Unclaimed
William Landon Manthorne is a financial advisor with over 29 years of experience in the financial industry. William is currently registered with Barings Securities LLC. William has also worked for Columbia Management Investment Distributors, Inc., Foreside Fund Services, LLC, GE Investment Distributors, Inc, MBSC Securities Corporation, Mellon Funds Distributor, L.P., Citistreet Advisors LLC, CDC IXIS Asset Management Distributors, L.P., and Fidelity Investments Institutional Services Company, Inc.. William is licensed to provide financial advice in all 50 states and the District of Columbia.
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.
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.
1
2
MA
09/29/2023 - Present
Barings Securities LLC (Boston MA)
MA
06/22/2017 - 04/18/2023
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
10/05/2012 - 08/30/2017
FORESIDE FUND SERVICES, LLC (BOSTON MA)
CT
01/25/2011 - 07/31/2012
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
MA
03/27/2006 - 12/10/2010
MBSC SECURITIES CORPORATION (BOSTON MA)
MA
03/06/2006 - 07/02/2007
MELLON FUNDS DISTRIBUTOR, L.P. (BOSTON MA)
CT
07/19/2004 - 03/15/2006
CITISTREET ADVISORS LLC (WINDSOR CT)
MA
10/12/2000 - 05/12/2004
CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
RI
07/16/1993 - 09/26/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 07/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 3 - National Commodity Futures Examination
BC
Issued 05/14/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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