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 McLane is a financial professional registered in 53 states and the District of Columbia. William has been in the industry since January 19, 2015. William's primary affiliation is with Fidelity Brokerage Services LLC, where William is registered since December 21, 2015. William also previously worked for Ameriprise Financial Services, Inc., in Boston, Massachusetts. William holds Series 63, 66, 7, 9, 10, and SIE licenses.
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.
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.
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2
NH
12/21/2015 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
MA
11/16/2005 - 10/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BOSTON MA)
MN
11/16/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/27/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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