Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John Bereza is a financial advisor with over 40 years of experience in the industry. William currently works for Osaic Wealth, Inc., a firm with a national presence and over 43,000 clients. William is licensed to provide financial advice in 15 states. William has a strong track record of success in providing a variety of financial services, including financial planning, portfolio management, and investment advice. William is committed to providing personalized service to each of his 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.
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NY
06/14/2024 - Present
Osaic Wealth, Inc. (PLATTSBURGH NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (PLATTSBURGH NY)
NY
12/02/1999 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (PLATTSBURGH NY)
TX
02/05/1999 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
OH
01/05/1999 - 02/16/1999
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
LA
01/04/1999 - 02/15/1999
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
LA
07/14/1997 - 12/31/1998
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
TX
12/12/1994 - 07/16/1997
U.S. CLEARING CORP. (DALLAS TX)
NY
09/10/1992 - 12/13/1994
BANCA IMI SECURITIES CORP. (NEW YORK NY)
AZ
03/07/1990 - 05/17/1991
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
10/02/1989 - 10/17/1989
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
01/28/1987 - 10/02/1989
CADARET, GRANT & CO., INC.
NA
07/13/1981 - 02/18/1987
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
BC
Issued 10/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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