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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 Cole Osborne is a financial advisor currently registered with Morgan Stanley in Oklahoma City, OK. William Cole Osborne is also registered in Texas and several other states as a Broker/Dealer and Investment Advisor Representative. He has been active in the financial services industry since May 2015. William Cole Osborne has passed the Series 66, Series 7, and SIE exams. His experience includes previous roles with Edward Jones and other organizations. William Cole Osborne has experience working with high-net-worth individuals, charitable organizations, and corporations, among other client types.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OK
10/25/2019 - Present
Morgan Stanley (Oklahoma City OK)
OK
05/11/2015 - 10/28/2019
EDWARD JONES (EDMOND OK)
BOTH
Issued 05/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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