Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Garrett is a financial advisor with Osaic Wealth, Inc. William is a Certified Financial Planner and has over 35 years of experience in the financial services industry. William has a wide range of experience, including investment management, insurance sales, and financial planning. William is committed to helping clients achieve their financial goals. William is registered with the Securities and Exchange Commission (SEC) and FINRA.
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
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
TN
08/31/2015 - 06/14/2024
SECURITIES AMERICA, INC. (Franklin TN)
TN
09/02/2010 - 09/03/2015
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BRENTWOOD TN)
TN
01/01/1990 - 09/08/2010
SECURITIES AMERICA, INC. (BRENTWOOD TN)
NY
01/04/1989 - 12/31/1989
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
07/11/1988 - 12/31/1988
MUTUAL SERVICE CORPORATION (BOSTON MA)
NJ
05/27/1987 - 08/20/1988
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/26/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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