Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gustav Carson is a financial professional with over 40 years of experience in the financial services industry. William is currently registered with Osaic Wealth, Inc. in California and is licensed as an Investment Advisor Representative. Previously, William was affiliated with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. William holds licenses for Series 6, 7, 63, and 65, along with the Securities Industry Essentials Examination. William provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
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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CA
11/02/2018 - Present
Osaic Wealth, Inc. (ROSEVILLE CA)
CA
12/03/1982 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROSEVILLE CA)
MA
12/03/1982 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 12/15/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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