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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Rusch is a financial advisor with J. W. Cole Advisors, Inc. in Plantation, FL. William has over 24 years of experience in the financial services industry. He is a Certified Financial Planner and holds Series 6, 7, 24, 63 and 65 licenses. William specializes in providing financial planning and investment management services to individuals, corporations, and other businesses. He also offers consulting services on an hourly or fixed rate basis. William's firm, J. W. Cole Advisors, Inc., is a registered investment advisor with over $5.7 billion in assets under management. The firm provides a range of financial services, including investment management, financial planning, and consulting 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.
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.
Hourly & fixed rate consulting
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
FL
11/10/2022 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
01/13/2015 - 11/09/2022
SECURIAN FINANCIAL SERVICES, INC. (FORT MYERS FL)
FL
01/05/2011 - 01/08/2015
ONEAMERICA SECURITIES, INC. (PLANTATION FL)
FL
07/02/1998 - 01/11/2011
AXA ADVISORS, LLC (FT. LAUDERDALE FL)
NY
07/02/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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