Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Will? Claim Your ProfileWill Callahan is a financial advisor with Osaic Wealth, Inc. Will has been in the financial industry since August 2010. Will is registered with both the FINRA and SEC. Will provides financial planning and investment management services to individuals and businesses. Will also has experience in helping with retirement planning. In addition to his work with Osaic Wealth, Inc., Will is also a licensed insurance agent and provides advice on insurance products.
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
AL
06/04/2024 - Present
Osaic Wealth, Inc. (FAIRHOPE AL)
AL
08/05/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FAIRHOPE AL)
IA
Issued 02/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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