Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Galvin is an investment advisor representative with Osaic Wealth, Inc. with over 30 years of experience in the financial industry. William is registered in Michigan and Ohio. William specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. William was previously registered with FSC Securities Corporation and Gregory J. Schwartz & Co., Inc.. Prior to those firms, William was registered with Equico Securities, Inc. and The Equitable Life Assurance Society of the United States.
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
MI
11/03/2023 - Present
Osaic Wealth, Inc. (WALLED LAKE MI)
MI
08/19/2013 - 11/03/2023
FSC SECURITIES CORPORATION (WALLED LAKE MI)
MI
09/28/1992 - 08/28/2013
GREGORY J. SCHWARTZ & CO., INC. (BLOOMFIELD HILLS MI)
NY
06/25/1990 - 08/07/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/25/1990 - 08/07/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 03/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Galvin is the right advisor for you? Invested Better is here to help.
