Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bassow is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and holds a Series 66 license. William has a long history of working with clients, having previously held positions at Securities America, Inc. and Morgan Stanley Smith Barney. He is also a Certified Financial Planner and has expertise in tax preparation and consulting. William's firm, Osaic Wealth, Inc., is a large firm with a strong track record of providing financial advice to individuals, families, businesses, and institutions.
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
MI
06/14/2024 - Present
Osaic Wealth, Inc. (GRAND HAVEN MI)
MI
06/25/2012 - 06/14/2024
SECURITIES AMERICA, INC. (GRAND HAVEN MI)
MI
04/06/2010 - 07/25/2012
MORGAN STANLEY SMITH BARNEY (MUSKEGON MI)
SD
09/02/1999 - 04/07/2010
1ST GLOBAL CAPITAL CORP. (SIOUX FALLS SD)
NA
10/09/1984 - 12/03/1991
PENN MUTUAL EQUITY SERVICES, INC.
BOTH
Issued 10/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2010
Series 3 - National Commodity Futures Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Bassow is the right advisor for you? Invested Better is here to help.
