Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill Pinkerton is a financial advisor with over 40 years of experience in the industry. Bill is currently registered as a Registered Representative (RR) with Osaic Wealth, Inc. and has held previous positions with other firms, including SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Bill is licensed in multiple states and holds a variety of securities licenses including Series 6, 7, 24, 26, 53, 63, and 65. Bill is also a Chartered Financial Consultant (ChFC). Bill provides a range of financial services, including financial planning, pension consulting, portfolio management, and educational seminars. Bill's specializations include the areas of retirement planning, investment management, and estate planning.
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.
A percentage of the total value of assets under management is charged.
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GA
05/16/2024 - Present
Osaic Wealth, Inc. (ALPHARETTA GA)
GA
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ALPHARETTA GA)
GA
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (ALPHARETTA GA)
TX
01/17/2001 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NJ
04/06/1983 - 09/12/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/02/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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