Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mckim? Claim Your ProfileMckim Williams is an active Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. in Newport News, VA. Mckim has over 30 years of experience in the financial services industry, previously working with Securities America, Inc. Mckim holds licenses including Series 63, Series 65, Series 7, and SIE. Mckim provides financial planning services to individuals, businesses, and retirement plans. Mckim Williams Investment Management, an SAA advisory affiliation, provides Investment Management services.
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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2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (NEWPORT NEWS VA)
VA
03/14/2024 - 06/14/2024
SECURITIES AMERICA, INC. (HAMPTON VA)
NC
07/18/1996 - 02/07/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NC
03/15/1991 - 04/02/1996
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 03/22/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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