Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Craig Splawn is a financial advisor with over 40 years of experience. He is a registered representative of Osaic Wealth, Inc. and provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. He is also a licensed insurance broker and has experience in employee benefits consulting. William Craig Splawn has worked with Woodbury Financial Services, Inc., United Planners' Financial Services of America A Limited Partner, and Pruco Securities Corporation in the past. He has a proven track record of success and is committed to providing his clients with the highest level of service.
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
TX
12/12/2009 - Present
Osaic Wealth, Inc. (KATY TX)
TX
02/21/2008 - 12/01/2009
WOODBURY FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
04/29/1996 - 12/31/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (HOUSTON TX)
NJ
04/28/1983 - 04/26/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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