Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jm Stibrany is a financial advisor with over 24 years of experience in the industry. William is currently registered with Osaic Wealth, Inc. and has previously worked with firms like SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., JANNEY MONTGOMERY SCOTT LLC and WADDELL & REED, INC.. William's areas of specialization include Financial Planning, Portfolio Management for Individuals and Businesses, Pension Consulting, and Education Seminars. William holds licenses including Series 6, 7, 24, 63, and 65. William is a valuable asset to Osaic Wealth, Inc. and their clients.
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
PA
09/01/2023 - Present
Osaic Wealth, Inc. (ALLENTOWN PA)
PA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ALLENTOWN PA)
AZ
06/25/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
PA
06/08/2001 - 07/25/2001
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
KS
04/22/1998 - 06/14/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 09/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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