Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Goldsmith is a financial advisor with Osaic Wealth, Inc. with over 27 years of experience in the industry. William is a Certified Financial Planner™ and holds Series 63, 7, and SIE licenses. William has been registered with the state of Massachusetts since 1995 and is registered in six other states. William has previously worked at SAGEPOINT FINANCIAL, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., MUTUAL SERVICE CORPORATION, JEFFERSON PILOT SECURITIES CORPORATION, and MML INVESTORS SERVICES, INC. In addition to his work with Osaic Wealth, Inc., William has also worked as a consultant and provided life insurance services for other companies.
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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MA
09/01/2023 - Present
Osaic Wealth, Inc. (MIDDLEBOROUGH MA)
MA
07/18/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MIDDLEBOROUGH MA)
MA
06/29/2009 - 08/12/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (MIDDLEBORO MA)
MA
07/22/2004 - 06/29/2009
MUTUAL SERVICE CORPORATION (MIDDLEBOROUGH MA)
IN
01/07/2000 - 03/31/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
12/01/1995 - 12/23/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
AZ
09/13/1995 - 09/25/1995
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
BC
Issued 09/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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