Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McCanney is a financial advisor with Hightower Advisors, LLC. William has been in the financial services industry since 2016. William has experience working with Northwestern Mutual Investment Services, LLC, Ameriprise Financial Services, Inc., and Griffin Financial Group, LLC. William holds Series 63, 65, 7, and 79 securities licenses and is a Certified Financial Planner. William specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
09/19/2022 - Present
Hightower Advisors, LLC (New York NY)
NY
06/16/2021 - 09/19/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WATERTOWN NY)
PA
05/01/2018 - 12/04/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Malvern PA)
PA
05/31/2016 - 03/26/2018
GRIFFIN FINANCIAL GROUP, LLC (KING OF PRUSSIA PA)
IA
Issued 06/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure William McCanney is the right advisor for you? Invested Better is here to help.
