Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wilmer has been in the financial industry since 1981 and is currently a registered representative with Osaic Wealth, Inc. William holds a Series 63, Series 24, Series 7, and SIE license. William's previous experience includes time with Signator Investors, Inc. and Transamerica Financial Advisors, Inc. William specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. William is also a Chartered Financial Consultant.
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
NC
01/12/2021 - Present
Osaic Wealth, Inc. (CHARLOTTE NC)
NC
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CHARLOTTE NC)
NC
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CHARLOTTE NC)
NC
09/30/1998 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (CHARLOTTE NC)
CA
07/18/1994 - 09/22/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
GA
03/07/1990 - 07/18/1994
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
CA
05/28/1985 - 03/12/1990
EQUITEC SECURITIES COMPANY (OAKLAND CA)
NA
07/06/1982 - 04/01/1985
FSC SECURITIES CORPORATION
NA
03/23/1981 - 06/28/1982
MARION BASS SECURITIES CORPORATION
BC
Issued 06/18/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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