Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam F. Balint is a financial advisor with over 28 years of experience in the financial industry. William has been registered as a broker and investment advisor with several firms over the years, including Northwestern Mutual Investment Services, LLC, MML Investors Services, LLC, SagePoint Financial, Inc., and currently, Osaic Wealth, Inc. William is registered as a broker in 24 states and an investment advisor in 2 states. He holds the Series 6, Series 63, Series 65, and SIE licenses. William is a licensed insurance agent in Massachusetts. William is a licensed insurance agent in Massachusetts and offers financial planning and investment management services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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
MA
09/01/2023 - Present
Osaic Wealth, Inc. (WEST SPRINGFIELD MA)
MA
02/26/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WEST SPRINGFIELD MA)
MA
11/01/2000 - 10/17/2017
MML INVESTORS SERVICES, LLC (HOLYOKE MA)
WI
08/15/1994 - 10/11/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 01/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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