Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Conroy has been in the financial services industry since 1985. He is currently registered with M Holdings Securities, Inc. as a Registered Representative and Investment Advisor Representative. William Conroy is licensed in 14 states and holds multiple securities licenses including Series 6, Series 22, Series 62, Series 63 and Series 65 licenses. William Conroy is a veteran financial advisor with a wealth of experience in providing financial planning and portfolio management services to individuals, businesses and retirement plans.
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.
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.
1
2
NJ
02/02/2015 - Present
M Holdings Securities, Inc. (Morristown NJ)
WA
08/18/1994 - 02/02/2015
VSR FINANCIAL SERVICES, INC. (SEATTLE WA)
WA
01/06/2015 - 01/07/2015
M HOLDINGS SECURITIES, INC. (SEATTLE WA)
IA
11/09/1989 - 08/29/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CA
08/25/1989 - 10/04/1989
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
02/03/1987 - 08/25/1989
PFG SECURITIES, INC.
NA
10/04/1985 - 02/11/1987
SENTRA SECURITIES CORPORATION
NA
04/23/1985 - 10/10/1985
CIGNA SECURITIES, INC.
IA
Issued 11/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/13/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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