Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Austin Slepcevich is a financial advisor with Osaic Wealth, Inc. William is a Series 6, 7, and 66 licensed professional with experience in the financial services industry since 2009. William has previously worked for Woodbury Financial Services, Inc. and Questar Capital Corporation. William's current office is located in Naples, Florida. William specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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
FL
01/19/2024 - Present
Osaic Wealth, Inc. (NAPLES FL)
FL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NAPLES FL)
FL
08/04/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (NAPLES FL)
FL
02/02/2009 - 08/07/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ESTERO FL)
BOTH
Issued 03/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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