Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerard Skinner is a Registered Representative and Investment Advisor Representative with Osaic Institutions, Inc. based in Newton, Massachusetts. William has been in the industry since 2006 and has a strong track record of success in the financial services industry. William is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs. William is a highly experienced and knowledgeable professional with a deep understanding of the financial markets. William holds the Series 7, Series 66, and Series 79TO licenses and is dedicated to providing his clients with the highest level of service and expertise.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
12/23/2021 - Present
Osaic Institutions, Inc. (Newton MA)
MT
10/05/2018 - 11/16/2021
DESTRA CAPITAL INVESTMENTS LLC (BOZEMAN MT)
PA
01/10/2017 - 12/13/2017
RESOURCE SECURITIES LLC (PHILADELPHIA PA)
TX
06/06/2014 - 01/03/2017
PROVASI CAPITAL PARTNERS LP (DALLAS TX)
MA
11/28/2007 - 05/29/2014
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
10/06/2005 - 11/20/2007
WACHOVIA SECURITIES, LLC (WAKEFIELD MA)
BOTH
Issued 10/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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