Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam MacGillivary is an investment advisor representative with Ameriprise Financial Services, LLC, a firm based in Minneapolis, MN. William has been working in the financial industry for over 11 years. William is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63 and Series 7 licenses. William also has a Series 65 license. William is registered to provide investment advice in Florida and Texas. William has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. William has experience working with clients on a variety of financial planning needs, including retirement planning, college savings, and estate planning.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
08/16/2022 - Present
Ameriprise Financial Services, LLC (TAMPA FL)
FL
02/01/2021 - 06/06/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
09/29/2017 - 06/25/2020
MORGAN STANLEY (TAMPA FL)
FL
09/24/2015 - 08/10/2017
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
MN
11/09/2000 - 07/03/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/09/2000 - 07/03/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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