Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Olinger is a financial advisor at Koss-Olinger Consulting, LLC. William has been in the industry since 1970. William has a Series 7TO, Series 63, and Series 24 license. The firm's main office is located in Gainesville, Florida and has 9 licensed agents, 15 investment advisor representatives, 22 registered representatives, 14 investment advisory functions, and 0 adviser representatives for other investment advisers. The firm has 3,016 client accounts. The firm's approximate assets under management are $1,869,130,545. The firm's services include: financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. The firm's clients include: high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
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
FL
10/30/2008 - Present
Koss-Olinger Consulting, LLC (GAINESVILLE FL)
FL
03/13/1987 - 08/16/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NA
04/08/1985 - 03/19/1987
IRG SECURITIES, INC.
NA
11/24/1970 - 07/09/1985
THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY
NA
04/19/1977 - 04/08/1985
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/24/1970 - 02/21/1977
NORTH STAR EQUITIES COMPANY
NA
05/21/1970 - 01/16/1972
INDUSTRY SAVINGS PLANS, INC.
BC
Issued 10/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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