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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 Burford Magenheimer is an individual advisor with over 30 years of experience in the financial services industry. William is currently registered with Oneamerica Securities, Inc. and is licensed in New Jersey as a Registered Investment Advisor and a Broker-Dealer. William also has experience with other firms, including INVEST FINANCIAL CORPORATION, WACHOVIA SECURITIES, LLC, QUICK & REILLY, INC. and SUMMIT FINANCIAL SERVICES GROUP, INC.. William’s expertise includes providing financial planning services, pension consulting, portfolio management for businesses and individuals, and educational seminars. William has a comprehensive understanding of the financial services industry and can offer personalized advice to meet your specific financial needs.
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
NJ
11/06/2015 - Present
Oneamerica Securities, Inc. (Parsippany NJ)
NJ
02/15/2007 - 12/01/2014
INVEST FINANCIAL CORPORATION (BRANCHBURG NJ)
NJ
10/29/2002 - 02/14/2007
WACHOVIA SECURITIES, LLC (CHATHAM NJ)
NY
04/25/2001 - 10/15/2002
QUICK & REILLY, INC. (NEW YORK NY)
PA
10/21/1998 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
08/21/1996 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IN
04/30/1996 - 06/14/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
NJ
04/03/1990 - 05/02/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NA
02/19/1986 - 04/28/1988
G. K. SCOTT & CO., INC.
NA
10/22/1985 - 02/24/1986
INDIVIDUAL'S SECURITIES LTD.
IA
Issued 06/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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