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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 Charles Hellmers is a financial advisor who has been in the industry since 1984. He is currently registered with Osaic Wealth, Inc. and has previously held registrations with several other firms. William Hellmers has a broad range of experience in the financial services industry, specializing in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. William Hellmers is committed to providing personalized advice and strategies to help clients reach their financial goals.
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.
1
2
NY
02/04/2014 - Present
Osaic Wealth, Inc. (BROOKLYN NY)
NY
05/29/2001 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
06/19/2000 - 06/14/2001
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
09/22/1995 - 06/19/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
CA
07/10/1992 - 09/28/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
WI
01/11/1991 - 06/19/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
04/25/1988 - 08/22/1990
FN INVESTMENT CENTER (SACRAMENTO CA)
NY
05/27/1986 - 05/10/1988
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
05/22/1984 - 06/05/1986
SHEARSON LEHMAN BROTHERS INC.
NA
06/10/1983 - 03/30/1984
FIRST INVESTORS CORPORATION
IA
Issued 04/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/10/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1984
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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