Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Buchanan is a financial advisor with over 28 years of experience in the financial services industry. William is currently registered with Osaic Wealth, Inc. and has previously been registered with VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC., MML INVESTORS SERVICES, INC., EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. William has a wide range of experience in financial planning, wealth management, and portfolio management. William is committed 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.
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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TX
06/04/2021 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
01/01/2004 - 06/08/2021
VOYA FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
07/06/2000 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
07/18/1997 - 06/12/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
09/14/1994 - 07/17/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
12/16/1993 - 07/13/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/16/1993 - 07/13/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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