Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Morrison is a financial advisor with over 20 years of experience in the industry. William has held a variety of roles at several firms, including American Express Financial Advisors, IDS Life Insurance Company, Transamerica Financial Advisors, Inc., Signator Investors, Inc., and Royal Alliance Associates, Inc. Currently, William is an Investment Advisor Representative at Osaic Wealth, Inc. located in Nashville, TN. William is registered with the Securities and Exchange Commission and holds the Series 7, 24, and 66 licenses. William is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
1
2
TN
09/27/2021 - Present
Osaic Wealth, Inc. (NASHVILLE TN)
TN
11/02/2018 - 05/05/2020
ROYAL ALLIANCE ASSOCIATES, INC. (NASHVILLE TN)
SC
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CHARLESTON SC)
CA
06/01/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN DIEGO CA)
MN
03/10/1998 - 06/09/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/10/1998 - 06/09/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 3/17/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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