Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Eastburn is a financial advisor who has been in the industry since 1994. He is currently registered with Osaic Wealth, Inc. in Newport News, Virginia and has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients. William is committed to helping individuals and families achieve their financial goals and has extensive experience working with high-net-worth individuals, families, and businesses. He is also a registered investment advisor and holds the Series 63, Series 65, Series 7, and SIE licenses. In addition to his work at Osaic Wealth, Inc. William also offers disability insurance and fixed annuities through Lincoln Financial Advisors, 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.
1
2
VA
01/24/2025 - Present
Osaic Wealth, Inc. (Newport News VA)
VA
12/10/2010 - 06/04/2019
CETERA INVESTMENT SERVICES LLC (YORKTOWN VA)
VA
05/05/1995 - 12/10/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (YORKTOWN VA)
NA
12/10/1993 - 01/08/1995
NATIONSSECURITIES
IA
Issued 10/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Eastburn is the right advisor for you? Invested Better is here to help.
