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 has been in the financial services industry since 2002. William is currently registered with Pacific Select Distributors, LLC and has a Series 7, Series 6, Series 63 and SIE. William is also registered in Arkansas, Mississippi and Tennessee. Prior to joining Pacific Select Distributors, LLC, William was employed by AIG Capital Services, Inc., Directed Services LLC and Morgan Keegan & Company, Inc.
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.
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.
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2
CA
04/06/2016 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
NJ
12/15/2010 - 04/04/2016
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
PA
06/12/2007 - 12/01/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
TN
01/24/2002 - 06/22/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 10/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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