Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Blair Ashworth is a registered representative with Osaic Wealth, Inc. in Placentia, California. William has been in the securities industry since October 6, 1990. William has been registered with Securities America, Inc. and Securities Service Network, LLC in the past. William also has a long history of working in other industries, including owning and operating a pool service and repair business, as well as supporting his wife's essential oils business. William has experience providing financial planning, pension consulting, and educational seminars.
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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CA
06/14/2024 - Present
Osaic Wealth, Inc. (PLACENTIA CA)
CA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PLACENTIA CA)
CA
09/12/2003 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (ANAHEIM CA)
MO
10/08/2001 - 06/17/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/24/1997 - 12/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
04/11/1991 - 04/04/1997
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
CO
10/17/1990 - 02/25/1991
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MN
05/11/1990 - 10/29/1990
AMEV INVESTORS, INC. (OAKDALE MN)
BC
Issued 04/03/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1991
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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