Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Trainor is a financial advisor associated with Hornor, Townsend & Kent, LLC. William has been in the financial services industry for over 13 years and has a broad range of experience in providing financial advice to individuals, businesses, and non-profit organizations. He is also licensed as an insurance broker and has been selling insurance products for multiple carriers since 2018. William holds the Series 7, 63, 65, and 66 licenses. He has held various positions at different firms before joining Hornor, Townsend & Kent, LLC, and brings with him a wide range of experience and expertise. William is dedicated to providing personalized financial advice and 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.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
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2
MA
12/20/2016 - Present
Hornor, Townsend & Kent, LLC (BURLINGTON MA)
MA
10/27/2006 - 04/20/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
BOTH
Issued 11/16/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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