Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Chalmers Hollway is a financial advisor with over 30 years of experience in the industry. William is currently registered with Osaic Wealth, Inc. and holds licenses in both Florida and Minnesota. He is also a Certified Financial Planner and offers a variety of financial advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Prior to joining Osaic Wealth, Inc., William has worked with a number of other financial institutions including Signator Investors, Inc., Wells Fargo Investments, LLC, Wells Fargo Brokerage Services, L.L.C., Principal Financial Securities, Inc., Prudential Securities Incorporated, CitiCorp Select Investments, Inc., Titan/Value Equities Group, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Kidder, Peabody & Co. Incorporated, American Express Financial Advisors Inc., IDS Financial Services Inc., and Offerman & Co., 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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2
MN
12/17/2013 - Present
Osaic Wealth, Inc. (MAPLE GROVE MN)
MN
01/08/2010 - 04/24/2012
SIGNATOR INVESTORS, INC. (MAPLE GROVE MN)
MN
12/13/2000 - 01/25/2010
WELLS FARGO INVESTMENTS, LLC (NEW HOPE MN)
MN
12/17/2000 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
05/11/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
TX
09/29/1995 - 05/08/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
05/31/1991 - 10/05/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/30/1990 - 06/13/1991
CITICORP SELECT INVESTMENTS, INC. (LONG ISLAND CITY NY)
CA
03/06/1990 - 05/25/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
AZ
11/19/1989 - 03/14/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
10/18/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NY
04/15/1988 - 10/26/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
11/13/1984 - 04/22/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
11/13/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
05/10/1984 - 11/13/1984
OFFERMAN & CO., INC.
IA
Issued 12/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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