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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bradley Montgomery is a financial advisor with over 30 years of experience in the industry. William is currently registered with Osaic Wealth, Inc. in Columbus, OH. William has previously worked with Woodbury Financial Services, Inc., Cetera Advisor Networks LLC, Walnut Street Securities, Inc. and Lincoln Financial Advisors Corporation. William has a wide range of experience in the financial services industry, including investment advisory, insurance, and securities trading. William has passed the SIE, Series 7, and Series 6 exams. William is also registered in 11 states for both securities and investment advisory services. William specializes in providing financial planning and portfolio management services to individuals, families, and businesses. William also offers educational seminars and services to help clients understand their financial options.
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
01/19/2024 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
OH
11/15/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COLUMBUS OH)
OH
09/03/2013 - 11/16/2022
CETERA ADVISOR NETWORKS LLC (COLUMBUS OH)
OH
11/07/2012 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WESTERVILLE OH)
OH
11/18/2005 - 11/09/2012
WOODBURY FINANCIAL SERVICES, INC. (WESTERVILLE OH)
IN
10/25/1999 - 11/23/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/25/1999 - 11/23/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1994 - 10/06/1999
G & W EQUITY SALES, INC. (INDIANAPOLIS IN)
CT
09/17/1990 - 06/25/1994
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IN
09/22/1993 - 06/06/1994
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
BC
Issued 08/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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