Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McDonald is a financial advisor at Ameriprise Financial Services, LLC. He has been in the financial services industry since 1999. William has experience in providing financial advice to individuals, businesses, and trusts. He holds a variety of licenses and certifications, including the Series 7, 6, 24, 31, and 63 exams. He is also a Certified Financial Planner (CFP). Ameriprise Financial Services, LLC is a large financial services firm that provides a wide range of financial products and services. The firm has over $1 trillion in assets under management. William is committed to providing his clients with personalized financial advice and solutions.
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.
Asset allocation services
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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NC
03/30/2022 - Present
Ameriprise Financial Services, LLC (CHARLOTTE NC)
NC
10/27/2017 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (CHARLOTTE NC)
NC
01/21/2014 - 11/01/2017
NATIONAL PLANNING CORPORATION (CHARLOTTE NC)
NC
09/17/2009 - 02/03/2014
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
10/25/2005 - 09/16/2009
J.J.B HILLIARD, W.L. LYONS, LLC (CHARLOTTE NC)
NJ
03/04/2002 - 08/10/2004
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
MI
01/03/2002 - 03/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
FL
05/15/2000 - 01/24/2002
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
NY
01/04/1999 - 03/20/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
MD
11/21/1997 - 01/06/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 02/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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