Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Travis McCollum is a financial advisor with Janney Montgomery Scott LLC. William is a CERTIFIED FINANCIAL PLANNER™ professional. William has been working in the financial services industry since March 20, 1997. Prior to joining Janney Montgomery Scott LLC, William worked for ROBERT W. BAIRD & CO. INCORPORATED. William has extensive experience working with individuals and families, business owners, and corporations. William's primary focus is on providing financial planning and investment management services. William's office is located in Charlotte, NC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NC
04/26/2024 - Present
Janney Montgomery Scott LLC (CHARLOTTE NC)
NC
08/26/2011 - 04/30/2024
ROBERT W. BAIRD & CO. INCORPORATED (CHARLOTTE NC)
NC
09/09/2005 - 08/30/2011
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
MD
09/04/2002 - 09/13/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NC
02/14/2001 - 11/04/2002
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MD
03/03/1997 - 01/26/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 03/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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