Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Attwell Hancock is a financial advisor at Osaic Wealth, Inc. based in Shreveport, Louisiana. William has been in the financial services industry since January 19, 1995. He is a registered representative of Signator Investors, Inc., Transamerica Financial Advisors, Inc., and Osaic Wealth, Inc. William has been with Osaic Wealth, Inc. since November 2, 2018. William is a Series 6 and Series 63 licensed financial advisor. He holds the Securities Industry Essentials Examination (SIE) license. William has been working with clients in Shreveport, Louisiana and surrounding areas for many years. He specializes in working with individuals, businesses, and charitable organizations. William provides financial planning, investment management, and retirement planning services.
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
LA
11/02/2018 - Present
Osaic Wealth, Inc. (SHREVEPORT LA)
LA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SHREVEPORT LA)
LA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SHREVEPORT LA)
LA
01/20/1995 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (SHREVEPORT LA)
BC
Issued 11/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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