Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam N. Costaras is a financial advisor at McDonald Partners LLC, a firm based in Cleveland, OH. William has over 50 years of experience in the industry. He is registered with the state of Connecticut, Florida, Ohio, and Pennsylvania. William has a broad range of experience in providing financial advice to a variety of clients, including corporations, individuals, high-net-worth individuals, and charitable organizations. William is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/05/2015 - Present
McDonald Partners LLC (CLEVELAND OH)
OH
06/09/2000 - 02/02/2015
RAMAT SECURITIES LTD. (BEACHWOOD OH)
MO
09/04/1990 - 06/07/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NA
08/14/1978 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
02/04/1977 - 08/14/1978
PRESCOTT, BALL & TURBEN
NA
04/05/1976 - 02/04/1977
PRESCOTT, BALL & TURBEN
NA
11/15/1974 - 04/05/1976
PRESCOTT, BALL & TURBEN
NA
06/18/1974 - 12/13/1974
FULTON, REID & STAPLES, INC.
NA
08/24/1973 - 06/01/1974
PRESCOTT, BALL & TURBEN
NA
06/21/1973 - 08/24/1973
PRESCOTT, BALL & TURBEN
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/11/1997
Series 3 - National Commodity Futures Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 06/16/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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