Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Carlson Nagy is a registered investment advisor representative associated with Silver Oak Securities, Inc. William has been in the industry since 1991 and is licensed to provide investment advice in Kentucky, Ohio, Texas, Indiana, Michigan, Utah, Florida, and Wisconsin. William is a licensed Series 7, 6, and 63 securities representative. William holds a Series 65 license for investment advisor law and is also a licensed insurance agent. William has worked for various firms throughout his career, including CFD Investments, Inc., USA Financial Securities Corporation, The O.N. Equity Sales Company, and The Prudential Insurance Company of America. William provides financial planning, portfolio management, and pension consulting services for individuals and businesses.
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.
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
KY
06/16/2022 - Present
Silver OAK Securities, Inc. (Florence KY)
KY
02/19/2004 - 04/07/2015
CFD INVESTMENTS, INC. (CRESTVIEW HILLS KY)
MI
09/09/2002 - 02/19/2004
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
OH
03/24/1997 - 09/03/2002
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NJ
06/19/1991 - 12/23/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/19/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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