Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam D Vincent is a financial professional with over 16 years of experience in the financial services industry. William holds a Series 7, Series 6, Series 63, and SIE licenses. William currently works for Oneamerica Securities, Inc. and is registered in District of Columbia, Georgia, Maryland, North Carolina, South Carolina, and Virginia. Previously, William worked for MML Investors Services, LLC, SagePoint Financial, Inc. and MetLife Securities Inc. William specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
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
MD
06/21/2022 - Present
Oneamerica Securities, Inc. (Greenbelt MD)
MD
03/02/2016 - 06/08/2022
MML INVESTORS SERVICES, LLC (Greenbelt MD)
VA
01/15/2014 - 01/13/2016
SAGEPOINT FINANCIAL, INC. (ALEXANDRIA VA)
MD
07/09/2010 - 01/23/2014
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
02/22/1996 - 05/14/1998
GLOBAL BROKERAGE SERVICES, INC. (HUNT VALLEY MD)
BC
Issued 10/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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