Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Winslow is an experienced financial advisor with over 20 years in the industry. William is currently registered with Charles Schwab & CO., Inc. and has a strong background in providing comprehensive financial advice. In his previous roles, William has worked with TD AMERITRADE, INC., SCOTTRADE, INC., WELLS FARGO ADVISORS, LLC, and INVESTORS CAPITAL CORP. His expertise includes a range of financial products and services, including investment management, financial planning, and retirement planning. William is committed to providing personalized financial guidance to clients and helping them 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NC
08/15/2023 - Present
Charles Schwab & CO., Inc. (Wilmington NC)
NC
02/26/2018 - 09/01/2023
TD AMERITRADE, INC. (Wilmington NC)
NC
02/19/2014 - 02/26/2018
SCOTTRADE, INC. (WILMINGTON NC)
MA
01/11/2013 - 01/30/2014
WELLS FARGO ADVISORS, LLC (BOSTON MA)
MA
11/22/2006 - 06/26/2009
BANCNORTH INVESTMENT GROUP, INC. (NORTHAMPTON MA)
MA
04/04/2006 - 11/29/2006
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
11/23/2004 - 11/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
04/05/2002 - 11/19/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
IN
06/04/2001 - 04/05/2002
CONSECO SECURITIES, INC. (CARMEL IN)
BOTH
Issued 06/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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