Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sandefur is a registered representative of Osaic Wealth, Inc. in Albany, GA. William has been in the securities industry since 1990. William holds the Series 6, Series 63, and Series 65 licenses and has been registered with various firms throughout his career, including TRIAD ADVISORS LLC, NYLIFE SECURITIES LLC, METLIFE SECURITIES INC., and MONY SECURITIES CORP. William is currently registered with Osaic Wealth, Inc.
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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GA
08/23/2024 - Present
Osaic Wealth, Inc. (Albany GA)
GA
01/12/2017 - 08/23/2024
TRIAD ADVISORS LLC (Albany GA)
GA
03/27/2000 - 02/02/2017
NYLIFE SECURITIES LLC (ALBANY GA)
MA
05/01/1992 - 03/08/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/01/1992 - 03/08/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/04/1989 - 01/24/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
08/04/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 09/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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