Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fred Hancock is a financial professional with over 40 years of experience in the industry. He is a Certified Financial Planner™ and a Chartered Financial Consultant. William is currently registered with Osaic Wealth, Inc. and is licensed in Kentucky and Tennessee. Previously, William worked at Woodbury Financial Services, Inc., HD Vest Investment Services, Woodmen Financial Services, Inc. and Ameriprise Financial Services, Inc. William holds a Series 7, Series 63 and SIE licenses and is a Registered Representative with FINRA. William is a highly experienced financial professional and has a deep understanding of the financial markets.
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
TN
01/19/2024 - Present
Osaic Wealth, Inc. (COLLIERVILLE TN)
TN
10/17/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COLLIERVILLE TN)
TN
10/30/2015 - 09/21/2018
HD VEST INVESTMENT SERVICES (Union City TN)
TN
05/07/2013 - 11/12/2015
WOODMEN FINANCIAL SERVICES, INC. (COLLIERVILLE TN)
TN
08/08/1979 - 01/11/2013
AMERIPRISE FINANCIAL SERVICES, INC. (UNION CITY TN)
MN
08/08/1979 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/08/1979 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 07/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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