Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Osland has been in the financial services industry since March 14, 1990. William is currently a Registered Representative with Citigroup Global Markets Inc. William has been with Citigroup Global Markets Inc. since May 29, 2007. William is also registered as an Investment Advisor Representative (IAR) with Citigroup Global Markets Inc. in California. William has a wide range of experience in the financial services industry, having previously worked for several other firms, including CITICORP INVESTMENT SERVICES, IFMG SECURITIES, INC., FISERV INVESTOR SERVICES, INC., FIMCO SECURITIES GROUP, INC., AEGON USA SECURITIES INC., NAP FINANCIAL CORPORATION, AGFC INVESTMENT SECURITIES and DUERR FINANCIAL CORPORATION. William holds multiple securities licenses and certifications, including Series 6, 7, 9, 10, 24, 52, 53, 63, and 65. William is dedicated to providing his clients with personalized financial advice and guidance.
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.
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.
Asset allocation advice
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
CA
05/29/2007 - Present
Citigroup Global Markets Inc. (Fountain Valley CA)
CA
02/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (RIVERSIDE CA)
NY
03/14/2001 - 07/05/2002
IFMG SECURITIES, INC. (PURCHASE NY)
TX
04/20/1998 - 10/30/2000
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
WI
02/09/1993 - 04/08/1998
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
IA
04/03/1992 - 12/15/1992
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
CA
01/14/1991 - 03/23/1992
NAP FINANCIAL CORPORATION (IRVINE CA)
NA
08/21/1987 - 01/20/1989
AGFC INVESTMENT SECURITIES
NA
01/23/1987 - 08/22/1987
DUERR FINANCIAL CORPORATION
IA
Issued 07/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/07/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/04/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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