Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Alan Mertins is a financial advisor in Pensacola, FL, with over 35 years of experience in the industry. William has a wide range of experience in the financial services industry, and he is currently registered with Osaic Wealth, Inc. William specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. He is also a licensed insurance agent.
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
FL
01/19/2024 - Present
Osaic Wealth, Inc. (PENSACOLA FL)
FL
08/26/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PENSACOLA FL)
FL
08/08/2016 - 08/26/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (PENSACOLA FL)
FL
04/01/1997 - 08/08/2016
SECURITIES AMERICA, INC. (PENSACOLA FL)
MA
01/03/1995 - 04/08/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
SC
05/24/1993 - 12/30/1994
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
01/06/1992 - 06/09/1993
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
02/20/1987 - 01/16/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/20/1987 - 01/16/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 02/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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