Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam George Brennan is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in Delaware and Texas. William has held previous positions with SECURITIES AMERICA, INC., PLANMEMBER SECURITIES CORPORATION, VERITRUST FINANCIAL, LLC, and other firms. He has a strong background in financial planning, portfolio management, and insurance sales. William is also a Certified Financial Planner™. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
DE
06/14/2024 - Present
Osaic Wealth, Inc. (Wilmington DE)
DE
03/25/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Wilmington DE)
DE
10/07/2013 - 04/01/2016
PLANMEMBER SECURITIES CORPORATION (WILMINGTON DE)
DE
04/22/2002 - 10/07/2013
VERITRUST FINANCIAL, LLC (WILMINGTON DE)
CA
08/24/1995 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IN
03/12/1992 - 12/31/1994
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
NY
08/09/1983 - 05/10/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/09/1983 - 05/10/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 02/10/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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