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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 Clement Martin is a financial advisor with Osaic Wealth, Inc. William has been in the industry for over 27 years. William is registered with FINRA as a registered representative, and the state of Maryland. William is also registered as an investment advisor representative in Maryland. William is a principal with UHY Advisors Mid-Atlantic, Inc. and has over 150 hours of other business and 6 hours of securities trading hours. In addition to William's main firm, Osaic Wealth, Inc., William has previously worked at TRIAD ADVISORS LLC and 1ST GLOBAL CAPITAL CORP. William has successfully completed the following examinations: Series 6, Series 7, Series 63, Series 66, and the SIE.
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
MD
09/01/2023 - Present
Osaic Wealth, Inc. (COLUMBIA MD)
MD
08/02/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (COLUMBIA MD)
MD
12/16/2011 - 08/04/2023
TRIAD ADVISORS LLC (Columbia MD)
MD
09/22/1995 - 12/19/2011
1ST GLOBAL CAPITAL CORP. (OWINGS MILLS MD)
BOTH
Issued 12/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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