Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam St.Clair is an active financial advisor with over 25 years of experience in the industry. William is registered with Prosperity - An EisnerAmper Company and holds Series 6, 7, 63 and 65 licenses. William works with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. William provides financial planning, portfolio management, and other advisory services.
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.
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.
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MD
11/15/2023 - Present
Prosperity - AN Eisneramper Co. (OWINGS MILLS MD)
PA
09/02/2022 - 01/17/2023
APW CAPITAL, INC. (Philadelphia PA)
PA
11/26/2007 - 09/06/2022
COMMONWEALTH FINANCIAL NETWORK (Phiadelphia PA)
NJ
09/08/2000 - 11/29/2007
CAPITAL ANALYSTS, INCORPORATED (MERCHANTVILLE NJ)
NJ
01/05/1999 - 09/07/2000
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
RI
01/02/1998 - 01/04/1999
CPA ADVISORS NETWORK, INC. (PROVIDENCE RI)
NE
10/30/1997 - 01/14/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 10/21/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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