Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ingram Callender is a financial advisor who has been in the industry since December 22, 2000. He is currently registered with Osaic Wealth, Inc. and has been with the firm since January 2025. William is licensed to offer financial services in several states including Colorado, Texas, Arizona, California, Florida, Idaho, Illinois, Kentucky, Louisiana, Massachusetts, North Carolina, Ohio, Pennsylvania, South Carolina, Washington, Wisconsin, and Wyoming. William also holds Series 6, 7, and 66 licenses. William has previous experience with The Lincoln National Life Insurance Company and American Funds Distributors, Inc. William offers a variety of services including financial planning, pension consulting, and educational seminars. William also specializes in 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.
1
2
CO
01/24/2025 - Present
Osaic Wealth, Inc. (DENVER CO)
IN
02/14/2001 - 03/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
07/12/1994 - 09/02/1994
AMERICAN FUNDS DISTRIBUTORS, INC.
BOTH
Issued 03/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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