Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Howard Love is a financial advisor who has been in the industry since 1988. William is currently registered with Osaic Wealth, Inc. in Florida, Maryland, Texas, and Virginia. Previously, William was registered with FSC Securities Corporation, H.D. Vest Investment Securities, Inc., Barnett Investments, Inc., Fidelity Brokerage Services, Inc., GNA Securities, Inc., and Prudential-Bache Securities Inc. William has a variety of licenses and qualifications, including Series 3, Series 7, Series 24, Series 53, and Series 66. William also holds a variety of designations, including Certified Financial Planner. William specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
FL
11/03/2023 - Present
Osaic Wealth, Inc. (FORT MYERS FL)
FL
03/18/2004 - 11/03/2023
FSC SECURITIES CORPORATION (FORT MYERS FL)
GA
09/11/1998 - 02/17/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
TX
11/05/1997 - 09/15/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
FL
09/10/1993 - 11/20/1997
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
RI
11/30/1992 - 05/17/1993
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
VA
05/08/1990 - 11/19/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
12/22/1987 - 05/24/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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