Search → WILLIAM M. MACDONALD
DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE
WILLIAM M. MACDONALD
PRODUCER RESIDENT
License Number:
PRR93148
Status:
First Licensure:
02/26/2003
Cancel Date:
None
Renewal Date:
06/30/2026
Continuing Education:
Required by 06/30/2026
Hours Required:
Ethics:
3
Total Required:
24
Hours Acquired:
Ethics:
0
Total Acquired:
7
Mailing:
PORTSMOUTH, NH 03801
Phone:
+1 (603) 431-4746
Email:
bill@portsmouthwealth.com
| License Type | Start Date | End Date |
|---|---|---|
| PRODUCER RESIDENT | 02/26/2003 | 06/30/2026 |
| Name | Issue Date | License Number | Expiration Date | Cancel Date |
|---|---|---|---|---|
| AVANTAX INSURANCE AGENCY LLC |
06/28/2010 | AGN64706 | ||
| CETERA WEALTH SERVICES, LLC |
09/09/2025 | AGN26604 |
| Description | Issue Date | Termination Date | Status |
|---|---|---|---|
| HEALTH | 02/26/2003 | Active | |
| LIFE | 02/26/2003 | Active | |
| VARIABLE CONTRACTS | 02/26/2003 | Active |
License/Disciplinary Action
None.
GENERAL INFORMATION
NAIC Information
National Producer Number (NPN):
7615259
| Date | Description | Course Number | Content Areas |
|---|---|---|---|
| 01/21/2025 | ANNUITY SUITABILITY AND BEST INTEREST STANDARDS | 27515 |
4
credits in Annuities - Best Interest
Total:
4
|
| 11/22/2024 | SUITABILITY OF ANNUITY TRANSACTIONS - RECOMMENDATIONS TO MEET CLIENT NEEDS, 3RD EDITION | 29247 |
3
credits in General Education
Total:
3
|
An active license/permit may still be subject to limitations and restrictions as a result of disciplinary action imposed. Please contact the specific licensing board about specific disciplinary actions.
Date: 01/20/2026 12:17:45 PM
