Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Albert Wilson is a financial advisor with over 35 years of experience in the industry. William Wilson currently works at Osaic Wealth, Inc., where he is registered as a Registered Representative. William Albert Wilson is licensed to offer securities in 52 states and the District of Columbia, and he has earned the Series 6, Series 7, Series 24 and Series 63 licenses. Previously, William Albert Wilson worked at Jefferson-Pilot Investor Services, Inc. William Wilson offers advisory services such as portfolio management for individuals and businesses, pension consulting, financial planning and educational seminars.
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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KY
01/24/2025 - Present
Osaic Wealth, Inc. (LEXINGTON KY)
IN
12/09/1986 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 12/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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