Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Rossi is a financial advisor with over 25 years of experience in the industry. William is currently registered with Koss-Olinger Consulting, LLC, an investment advisory firm based in Gainesville, Florida. William holds the Series 7, Series 63, and SIE licenses. He has also earned the Certified Financial Planner and Chartered Financial Consultant designations. William's experience spans various firms, including Raymond James Financial Services, Inc. and Valmark Securities, Inc. William has a strong focus on working with high-net-worth individuals, corporations, and charitable organizations. William specializes in financial planning, pension consulting, selection of other advisors, and portfolio management. William's expertise and experience make him a valuable asset to any client seeking comprehensive financial advice.
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.
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
02/23/2024 - Present
Koss-Olinger Consulting, LLC (GAINESVILLE FL)
FL
07/09/1997 - 08/16/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 08/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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