Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McAndrew is a financial advisor with LPL Financial LLC. William has been in the financial services industry since 1993. William is a licensed investment advisor representative in California, Colorado, Connecticut, North Carolina, Ohio, Pennsylvania and Texas. William specializes in retirement planning, college savings, estate planning, and insurance. William has a strong commitment to helping his 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
02/14/2018 - Present
LPL Financial LLC (SCRANTON PA)
PA
04/30/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (CLARKS SUMMIT PA)
PA
07/08/2005 - 04/30/2007
PFIC SECURITIES CORPORATION (CLARKS SUMMIT PA)
IL
05/01/2001 - 07/07/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
MN
12/07/2000 - 05/01/2001
FINTEGRA, LLC (MINNEAPOLIS MN)
MO
10/01/2000 - 12/12/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
01/19/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
PA
10/21/1998 - 01/03/2000
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
09/19/1996 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
PA
01/22/1996 - 08/16/1996
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
04/02/1992 - 02/22/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BOTH
Issued 09/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 04/25/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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