Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill C. Myrthil is a financial advisor with over 20 years of experience in the financial services industry. Bill is currently registered with Osaic FA, Inc., a firm that provides a wide range of financial services to individuals, businesses, and institutions. Bill holds Series 6 and Series 63 licenses and the SIE exam certification. Bill's experience includes working with clients on retirement planning, investment management, and other financial needs. Bill is committed to providing personalized service and helping clients achieve 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.
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.
Retirement plan consulting services provided on a limited basis.
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
MD
04/27/2001 - Present
Osaic FA, Inc. (BETHESDA MD)
IN
04/27/2001 - 05/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
01/14/2000 - 12/20/2000
CLARK-BARDES SECURITIES, INC. (DALLAS TX)
MD
05/01/1996 - 07/26/1999
SCHOENKE & ASSOCIATES SECURITIES CORPORATION (GERMANTOWN MD)
NY
11/10/1993 - 04/17/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/10/1993 - 04/17/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 11/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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