Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Black is a financial professional with over 30 years of experience in the industry. William has a broad range of experience, having worked with several firms including Equitable Advisors, LLC, First Allied Securities, Inc. and Ogilvie Security Advisors Corporation. William is currently registered with Cambridge Investment Research Advisors, Inc. and provides services like financial planning, pension consulting and portfolio management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
06/06/2024 - Present
Cambridge Investment Research Advisors, Inc. (Winter Park FL)
FL
03/18/2014 - 06/07/2024
EQUITABLE ADVISORS, LLC (WINTER PARK FL)
FL
10/24/2012 - 12/11/2012
FIRST ALLIED SECURITIES, INC. (WINTER PARK FL)
FL
05/12/1994 - 10/24/2012
OGILVIE SECURITY ADVISORS CORPORATION (WINTER PARK FL)
NA
04/20/1994 - 05/12/1994
OGILVIE & TAYLOR SECURITIES CORPORATION
CA
11/12/1992 - 04/19/1994
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
IA
Issued 02/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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