Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cooper Lewis is a financial advisor with Osaic Wealth, Inc. William has been in the industry since September 25, 2017, and holds the Series 6, Series 63, and SIE licenses. William has experience with a wide range of clients, including individuals, high net worth individuals, families, and businesses. William is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Previously, William has been associated with Securities America, Inc. and Investcorp, Inc. William specializes in financial planning, portfolio management, and pension consulting.
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
NC
06/14/2024 - Present
Osaic Wealth, Inc. (Charlotte NC)
NC
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Charlotte NC)
NC
09/26/2017 - 07/17/2020
INVESTACORP, INC. (Charlotte NC)
BC
Issued 11/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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