Unclaimed
William Holton Brower is a financial advisor with over 35 years of experience in the industry. William Brower currently works with Osaic Wealth, Inc., serving clients in Westmont, IL. In addition to working with Osaic Wealth, Inc. William Brower has been an investment advisor representative for Securities America Advisors, Inc. since 2001, providing financial advice to clients in the Westmont, IL area. William Brower has also been owner and operator of the bookkeeping and tax preparation firm William H. Brower, P.C. since 1983. William Brower is registered to provide investment advice and securities-related services in 20 states. William Brower holds a Series 63, 66 and 7 license.
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
IL
06/14/2024 - Present
Osaic Wealth, Inc. (WESTMONT IL)
IL
04/18/1997 - 06/14/2024
SECURITIES AMERICA, INC. (WESTMONT IL)
IL
10/26/1988 - 04/24/1997
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
BOTH
Issued 01/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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