Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Walter Zurek is a financial advisor at Osaic Wealth, Inc., based in LAKE ZURICH, IL. William has been working in the financial services industry since 1986. William is registered to provide investment advice in Illinois and Wisconsin. William has a variety of experience with different firms, including Woodbury Financial Services, Inc., Securities America, Inc., and UBS Financial Services Inc.
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
IL
01/19/2024 - Present
Osaic Wealth, Inc. (LAKE ZURICH IL)
IL
08/07/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LAKE ZURICH IL)
WI
07/20/2015 - 08/10/2017
SECURITIES AMERICA, INC. (UNION GROVE WI)
WI
07/13/2010 - 07/22/2015
FINTEGRA, LLC (UNION GROVE WI)
IL
05/01/2007 - 06/16/2010
MIDWEST FINANCIAL AND INVESTMENT SERVICES, INC. (MOUNT PROSPECT IL)
IL
09/06/2006 - 04/30/2007
VISION INVESTMENT SERVICES, INC. (MOUNT PROSPECT IL)
IL
05/12/2006 - 09/29/2006
FIFTH THIRD SECURITIES, INC. (ROLLING MEADOWS IL)
IL
12/08/2005 - 05/08/2006
CCO INVESTMENT SERVICES CORP. (BUFFALO GROVE IL)
OH
10/27/2005 - 12/02/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NJ
05/31/2002 - 12/19/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
04/09/1997 - 06/28/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/21/1991 - 03/11/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
01/25/1991 - 12/31/1994
FINANCIAL HORIZONS SECURITIES CORPORATION
WI
11/21/1988 - 12/31/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
10/21/1987 - 10/18/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
11/27/1984 - 08/02/1985
COWEN & CO.
NA
09/08/1983 - 02/06/1985
OPPENHEIMER & CO., INC.
NA
12/10/1981 - 08/30/1983
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 12/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/7/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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