Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Manchester is a financial advisor currently registered with Equitable Advisors, LLC. William has been working in the financial industry since 2001. William's primary office is located in CONSHOHOCKEN, PA. William is also registered with the following states: California, District of Columbia, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Vermont.
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.
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
PA
08/03/2021 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
PA
07/07/2016 - 08/04/2021
JANNEY MONTGOMERY SCOTT LLC (RADNOR PA)
PA
03/31/2009 - 07/25/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CONSHOHOCKEN PA)
PA
08/05/2005 - 04/20/2009
CITIGROUP GLOBAL MARKETS INC. (WEST CONSHOHOCKEN PA)
MO
10/05/2001 - 08/12/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 09/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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