Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McKinley is a financial advisor who is currently registered with Raymond James & Associates, Inc.. William has been in the industry since 2002. William has a Series 65, Series 66, Series 24, Series 99TO, SIE, Series 31 and Series 7 licenses. William also has previous experience with Mutual Securities, Inc. and PURSHE KAPLAN STERLING INVESTMENTS. William is based in Doylestown, PA.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
03/28/2024 - Present
Raymond James & Associates, Inc. (Doylestown PA)
PA
05/17/2013 - 03/27/2024
MUTUAL SECURITIES, INC. (MALVERN PA)
PA
12/13/2007 - 05/16/2013
PURSHE KAPLAN STERLING INVESTMENTS (CONSHOHOCKEN PA)
PA
02/04/2005 - 12/20/2007
RBC DAIN RAUSCHER INC. (CONSHOHOCKEN PA)
NY
07/19/2002 - 02/07/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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