Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bloom is a financial advisor with Osaic Wealth, Inc. Based in Chicago, Illinois, William has been in the financial services industry since 2008. William's prior experience includes working at Woodbury Financial Services, Inc. and PRUCO Securities, LLC. William is registered to provide investment advisory services in Illinois and is also a Registered Representative in thirteen states, including Illinois, Indiana, Michigan and Florida. William's investment related business activities include managing assets for high-net-worth individuals and corporations, and developing and managing investment portfolios for pension and profit-sharing plans. William is an expert in financial planning and offers education seminars on financial topics.
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
01/19/2024 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IL
02/03/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
10/23/2008 - 01/31/2014
PRUCO SECURITIES, LLC. (FRANKFORT IL)
IA
Issued 02/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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