Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Magee is a financial professional with over 30 years of experience in the financial services industry. William is currently registered with Oneamerica Securities, Inc. in Indianapolis, Indiana. Previously, William was employed by BMO INVESTMENT DISTRIBUTORS, LLC, BMO HARRIS FINANCIAL ADVISORS, INC., M&I FINANCIAL ADVISORS, INC, UMB SCOUT BROKERAGE SERVICES, INC., TRANSAMERICA SECURITIES SALES CORPORATION, TRANSAMERICA FINANCIAL RESOURCES, INC. and HARTFORD EQUITY SALES COMPANY INC.. William holds the Series 6, Series 63 and SIE licenses.
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.
1
2
IN
10/01/2015 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
MO
01/30/2015 - 10/01/2015
BMO INVESTMENT DISTRIBUTORS, LLC (Kansas City MO)
MO
08/01/2012 - 01/30/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (KANSAS CITY MO)
MO
03/17/2004 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (KANSAS CITY MO)
MO
10/27/2000 - 01/30/2004
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
CA
09/13/1996 - 12/21/1999
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
09/13/1996 - 01/08/1997
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CT
03/24/1986 - 08/28/1996
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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