Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wimberly is a financial advisor with over 24 years of experience. William is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Alabama, Colorado, Florida, Georgia, North Carolina, Oklahoma, South Carolina, Texas, and Virginia. William also has a Series 7 license and a Series 66 license, which allows him to provide investment advice to clients. William has a history of working in the financial industry, having previously been employed by SYNOVUS SECURITIES, INC. and EDWARD JONES. William specializes in providing financial planning, pension consulting, and educational seminars. William is committed to helping his clients 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
SC
04/12/2024 - Present
Osaic Wealth, Inc. (Simpsonville SC)
SC
07/16/2003 - 04/16/2024
SYNOVUS SECURITIES, INC. (GREENVILLE SC)
MO
09/22/1999 - 07/15/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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