Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gifford Newbury is an investment advisor representative with Osaic Wealth, Inc. located in Atlanta, Georgia. William has over 10 years of experience in the financial services industry and holds Series 7, 24, 4, 52TO, 53, and 66 licenses. William's previous experience includes roles with Triad Advisors LLC, Royal Alliance Associates, Inc., FSC Securities Corporation, Woodbury Financial Services, Inc., Sagepoint Financial, Inc. and Waddell & Reed, Inc. 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
GA
08/23/2024 - Present
Osaic Wealth, Inc. (Atlanta GA)
GA
11/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
AZ
03/08/2016 - 12/08/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
03/08/2016 - 07/29/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
03/08/2016 - 07/29/2020
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
08/01/2012 - 07/29/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
11/09/2011 - 05/23/2012
WADDELL & REED, INC. (SCOTTSDALE AZ)
BOTH
Issued 12/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/21/2023
Series 4 - Registered Options Principal Examination
BC
Issued 12/8/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 8/6/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/8/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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