Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McArthur is a financial advisor with over 30 years of experience in the financial services industry. William has held various positions at prominent financial institutions such as ING Financial Partners, Inc., and Geneos Wealth Management, Inc. He is currently registered as a Registered Representative with J. W. Cole Advisors, Inc. William holds the Series 6, 7, 22, 63, and SIE licenses and is a Certified Financial Planner. William is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses. William McArthur provides financial planning and investment management services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Hourly & fixed rate consulting
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
NM
05/14/2018 - Present
J. W. Cole Advisors, Inc. (Santa Fe NM)
NM
05/15/2008 - 05/15/2018
GENEOS WEALTH MANAGEMENT, INC. (SANTA FE NM)
NM
01/01/2004 - 05/23/2008
ING FINANCIAL PARTNERS, INC. (SANTA FE NM)
IA
05/22/1995 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
10/25/1991 - 05/16/1995
FIDELITY EQUITY SERVICES CORPORATION
CA
03/17/1988 - 09/27/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
04/02/1986 - 03/24/1988
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 04/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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