Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Collins is a financial advisor with Osaic Wealth, Inc., based in LAKEWAY, TX. William has been in the financial industry since 1984. William holds licenses in Georgia, Maryland, and Texas. William is a Certified Financial Planner and has experience in providing financial planning services to individuals, businesses, and charitable organizations. William also provides insurance services through Royal Alliance Associates, Inc.
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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TX
12/20/2016 - Present
Osaic Wealth, Inc. (LAKEWAY TX)
NA
11/20/1989 - 12/08/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/29/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/23/1984 - 11/03/1986
IDS LIFE INSURANCE COMPANY
NA
02/23/1984 - 11/03/1986
IDS MARKETING CORPORATION
NA
07/10/1986 - 10/16/1986
IDS SECURITIES CORP.
NA
02/23/1984 - 10/14/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 07/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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