Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sellers is a financial advisor with over 38 years of experience in the industry. William is registered with USA Financial Securities LLC. William provides financial planning, portfolio management for individuals, and selection of other advisors. William Sellers specializes in Retirement Planning, College Savings, and Estate Planning. William is also registered with the following state regulatory authorities: Arizona, Colorado, Florida, Illinois, Iowa, Minnesota, New Mexico, North Carolina, Ohio, Texas, and Wisconsin.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
11/19/2024 - Present
USA Financial Securities LLC (DAVENPORT IA)
IA
06/15/2017 - 02/01/2019
QUESTAR CAPITAL CORPORATION (DAVENPORT IA)
IA
11/25/2003 - 06/15/2017
WOODBURY FINANCIAL SERVICES, INC. (DAVENPORT IA)
OH
03/27/1992 - 12/10/2003
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NA
12/02/1991 - 04/10/1992
LINCOLNLAND INVESTMENTS, INC.
NY
03/11/1991 - 03/30/1992
BROWNSTONE CAPITAL CORP. (NEW YORK NY)
OH
07/11/1989 - 03/18/1991
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IL
05/21/1984 - 07/18/1989
WASHINGTON NATIONAL EQUITY COMPANY (EVANSTON IL)
BC
Issued 03/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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