Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam R. McDonough is an Investment Advisor Representative associated with John Hancock Investment Management LLC. William R. McDonough has been in the securities industry for over 14 years. William R. McDonough is currently registered with the state of Massachusetts as an investment advisor representative, and also with the state of New Mexico. William R. McDonough has passed the Series 6, Series 7, Series 24 and Series 66 exams.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MA
10/25/2021 - Present
John Hancock Investment Management LLC (BOSTON MA)
AZ
07/29/2008 - 08/22/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 01/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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