Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bryan Cassidy is an Investment Advisor Representative with Oneamerica Securities, Inc. William has over 33 years of experience in the financial services industry. William is a Registered Representative for the State of Arizona, Arkansas, California, Colorado, Idaho, Illinois, Maryland, Massachusetts, Nevada, New Mexico, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington. William is a Registered Investment Advisor for the State of Arizona, Arkansas, California, Colorado, Idaho, Illinois, Maryland, Massachusetts, Nevada, New Mexico, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington. William is also a Chartered Financial Consultant. William offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. William specializes in the areas of financial planning, asset management, retirement planning, insurance, and estate planning.
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
AZ
04/11/2022 - Present
Oneamerica Securities, Inc. (Scottsdale AZ)
IN
03/12/2001 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NE
01/02/1997 - 03/20/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
05/04/1995 - 12/31/1996
FAHNESTOCK & CO., INC. (NEW YORK NY)
NY
05/10/1989 - 05/04/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 11/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/03/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/08/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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