Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Houchins has been a registered securities professional since August 1991. William is currently registered with Oneamerica Securities, Inc. and is based out of the INDIANAPOLIS, IN office. William has a strong background in the financial services industry, with experience at several firms including MML Investors Services, LLC, Foresters Equity Services, Inc., and VALIC Financial Advisors, Inc.. William is licensed in Colorado and Texas. William also holds several securities licenses, including Series 6, 7, 24, 26, and SIE. William specializes in a variety of areas, including retirement planning, investment management, and financial planning. William provides financial advice to individuals and businesses, and is committed to helping clients reach their financial goals.
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
IN
06/30/2014 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
TX
01/29/2007 - 06/04/2014
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
11/20/2002 - 01/09/2007
FORESTERS EQUITY SERVICES, INC. (HOUSTON TX)
TX
09/21/1999 - 07/15/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
10/10/1995 - 11/01/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
08/09/1991 - 09/08/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/09/1991 - 09/08/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 07/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 06/09/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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