Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fox is a financial advisor with over 4 years of experience in the financial services industry. William is registered with Oneamerica Securities, Inc. William has a Series 6 and Series 63 securities license and a Series 65 investment advisor license. William has a designation as a Chartered Financial Consultant. William offers financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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
IN
07/22/2022 - Present
Oneamerica Securities, Inc. (CARMEL IN)
IN
03/02/2020 - 03/16/2021
LPL FINANCIAL LLC (INDIANAPOLIS IN)
IN
04/25/2018 - 01/09/2020
MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)
IN
01/29/2018 - 03/30/2018
NYLIFE SECURITIES LLC (CARMEL IN)
IA
Issued 10/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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