Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cooney is a financial advisor with over 18 years of experience in the financial services industry. William is currently registered with Osaic Wealth, Inc. in Alabama and Washington. William has a broad range of experience, having previously worked with several other firms including Securities America, Inc., Investcorp, Inc., NFP Advisor Services, LLC, P.J. Robb Variable Corporation, MML Investors Services, LLC, and Northwestern Mutual Investment Services, LLC. William is also a Chartered Financial Consultant.
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
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
WA
02/03/2016 - 07/17/2020
INVESTACORP, INC. (SEATTLE WA)
WA
11/10/2014 - 12/31/2015
NFP ADVISOR SERVICES, LLC (SEATTLE WA)
TN
05/16/2014 - 09/08/2014
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
WA
12/15/2010 - 04/04/2013
MML INVESTORS SERVICES, LLC (SEATTLE WA)
WA
01/12/2004 - 11/30/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SEATTLE WA)
IA
Issued 11/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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