Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McKay jump Claghorn is a financial advisor registered with the Securities and Exchange Commission (SEC). William is also registered with the state of New York. William has been working in the securities industry since 2011. William has worked for various firms including RBC Capital Markets, LLC, City National Bank, and Rockefeller Financial LLC. William is currently working at Rockefeller Financial LLC, and Rockefeller Capital Management. William is registered as an Investment Advisor Representative (IAR) and Registered Representative (RR) with the state of New York and the state of Texas.
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.
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.
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2
NY
07/14/2022 - Present
Rockefeller Financial LLC (New York NY)
NY
07/10/2019 - 07/20/2022
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
09/05/2011 - 12/27/2018
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
IA
Issued 08/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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