Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Longton MacDonald is a financial advisor currently working at Lion Street Financial, LLC. William has been in the financial industry since 1984 and has extensive experience working with clients in various locations throughout the United States. William has held positions at several reputable financial institutions, including CETERA ADVISOR NETWORKS LLC, RETIREMENT CAPITAL GROUP SECURITIES, INC., and Securities America, Inc. William is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 6, Series 1, Series 26 and SIE license. William is a registered representative in 21 states including California, Florida, Texas, and Illinois. William is committed to providing personalized financial advice and solutions to meet the needs of individual clients.
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.
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2
CA
11/20/2013 - Present
Lion Street Financial, LLC (Carlsbad CA)
CA
01/04/2012 - 11/22/2013
CETERA ADVISOR NETWORKS LLC (IRVINE CA)
CA
09/29/2003 - 03/24/2011
RETIREMENT CAPITAL GROUP SECURITIES, INC. (SAN DIEGO CA)
NE
05/14/2003 - 09/30/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
NC
07/14/2000 - 04/16/2003
CLARK/BARDES FINANCIAL SERVICES, INC. (GREENSBORO NC)
FL
09/09/1996 - 05/29/2001
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
NY
08/30/1991 - 12/20/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
03/01/1996 - 08/16/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
10/02/1984 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
10/02/1984 - 10/20/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/03/1976 - 04/24/1977
EQUITY SERVICES, INC.
BC
Issued 12/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/28/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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