Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Webber McCollam is a financial advisor registered with UBS Financial Services Inc. William has been in the financial industry for over 10 years, and is licensed to provide investment advice in multiple states. William is also a registered representative with FINRA, and holds Series 7, 31, and 66 licenses. William specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. William is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
See schedule d - miscellaneous
1
2
CA
10/17/2022 - Present
UBS Financial Services Inc. (LOS GATOS CA)
BOTH
Issued 10/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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