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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thornley is a financial advisor with over 20 years of experience in the industry. William is currently registered with Edward Jones and is a Registered Representative in Massachusetts. Before working at Edward Jones, William worked with Commonwealth Financial Network and Purshe Kaplan Sterling Investments. William also holds a variety of licenses and certifications including Series 6, Series 7, Series 24, Series 53, Series 55, Series 57TO, Series 63, and Series 66.
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.
See schedule d - miscellaneous
1
2
MA
07/24/2018 - Present
Edward Jones (MAYNARD MA)
MA
05/16/2016 - 05/04/2017
COMMONWEALTH FINANCIAL NETWORK (Westborough MA)
MA
06/21/2011 - 04/19/2016
PURSHE KAPLAN STERLING INVESTMENTS (NORTH ANDOVER MA)
MA
08/08/2000 - 05/10/2011
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
02/12/1999 - 03/20/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 05/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/03/2004
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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