Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dean Reed is a financial advisor with over 40 years of experience in the industry. William is currently registered with Osaic Wealth, Inc. in Lincoln, NE, and has held previous positions with Woodbury Financial Services, Inc., Park Avenue Securities LLC, Guardian Investor Services Corporation, and Anchor National Financial Services, Inc. William has a strong understanding of the financial services industry, having passed numerous exams, including the Series 65, Series 63, Series 6TO, SIE, Series 7, and Series 1. William has been recognized for his commitment to serving his clients and is dedicated to providing personalized financial advice. William specializes in providing financial advice to high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. William's experience and expertise make him a valuable resource for clients seeking financial advice.
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
NE
01/19/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
06/03/2004 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
NY
05/03/1999 - 06/08/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/14/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
04/09/1987 - 10/10/1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
04/19/1982 - 04/19/1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
04/01/1976 - 02/21/1984
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
08/19/1977 - 09/23/1982
SMA EQUITIES, INC.
IA
Issued 05/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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