Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Fagan is a financial advisor currently registered with Osaic Wealth, Inc. William has been active in the financial industry since March 8, 1993. William is licensed to conduct business in Colorado, Florida, New Jersey, Ohio, and Pennsylvania. William offers a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. William has been an agent offering insurance products including accident and health insurance, disability insurance, equity indexed annuities, fixed annuities, health savings accounts, and traditional life insurance since January 14, 2016.
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
PA
01/24/2025 - Present
Osaic Wealth, Inc. (DOWNINGTOWN PA)
PA
03/21/2003 - 01/26/2016
WELLS FARGO ADVISORS, LLC (KENNETT SQUARE PA)
PA
02/24/1997 - 03/12/2003
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
NC
03/01/1993 - 03/17/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 03/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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