Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam MacDonald is a financial advisor with Avantax Advisory Services. William has been in the industry since April 20, 2001 and is a registered representative in Florida and New Hampshire. William is also registered as an investment advisor representative in New Hampshire and Florida. In addition to being a Certified Financial Planner, William is also a Certified Public Accountant. William has a strong background in wealth management and provides financial planning, portfolio management, and pension consulting services to his 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NH
08/23/2002 - Present
Avantax Advisory Services (PORTSMOUTH NH)
NA
08/19/1992 - 10/01/1993
H.D. VEST INVESTMENT SECURITIES, INC.
BOTH
Issued 07/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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