Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Howard is a financial advisor with Osaic Wealth, Inc., based in Marietta, GA. William is a veteran financial advisor, having been in the industry since 1999. He has experience working for a number of leading financial institutions, including Wells Fargo Advisors Financial Network, LLC and Merrill Lynch. William has a broad range of qualifications, including Series 6, 7, 63, and 65 licenses as well as a Securities Industry Essentials (SIE) designation. William specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, businesses, and charitable organizations.
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
GA
11/03/2023 - Present
Osaic Wealth, Inc. (MARIETTA GA)
GA
07/22/2022 - 11/03/2023
FSC SECURITIES CORPORATION (MARIETTA GA)
GA
09/21/2020 - 08/01/2022
KALOS CAPITAL, INC. (Marietta GA)
GA
04/19/2013 - 09/04/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MARIETTA GA)
GA
10/23/2009 - 04/22/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
07/22/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (KENNESAW GA)
MO
06/08/2000 - 07/27/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
GA
11/10/1999 - 06/08/2000
WMA SECURITIES, INC. (DULUTH GA)
NY
10/29/1998 - 03/15/1999
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 01/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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