Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McCartney is a financial professional with over 20 years of experience in the financial services industry. William currently works with Truist Advisory Services, Inc. William is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 24, 63, and 66 securities licenses. William specializes in providing financial planning, portfolio management, and wealth management services to individuals, families, and businesses. William is committed to helping clients achieve their financial goals and objectives.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
11/05/2020 - Present
Truist Advisory Services, Inc. (GREENSBORO GA)
GA
12/10/2014 - 10/27/2020
CETERA INVESTMENT SERVICES LLC (MARTINEZ GA)
GA
12/11/2003 - 08/05/2010
LPL FINANCIAL CORPORATION (AUGUSTA GA)
IA
02/12/2003 - 12/15/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
NY
07/19/2001 - 10/31/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AL
07/19/2000 - 07/18/2001
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
BC
Issued 12/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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