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 Friess is an active investment advisor representative with Osaic Wealth, Inc.. William has been in the industry since November 3, 1978 and has been registered with FINRA since 1975. William is licensed in 52 states. William also has experience with Woodbury Financial Services, Inc. and various other firms. William provides financial planning and portfolio management services for individuals and businesses. William is a Registered Principal and has the Series 66, Series 7, Series 1 and SIE licenses. William is also a successor trustee for the Janyce Tritch Trust. William also owns and operates Friess Consulting Group, which provides sales and practice management coaching to financial services professionals.
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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2
CA
05/13/2024 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
07/27/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
NY
08/06/1990 - 05/10/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/17/2001 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
08/06/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
MA
02/06/1986 - 05/21/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
06/29/1983 - 06/23/1986
PACIFIC MUTUAL DISTRIBUTORS, INC.
NA
08/20/1976 - 07/10/1981
PACIFIC EQUITY SALES COMPANY
NA
11/10/1975 - 01/11/1976
SUNCAN EQUITY SERVICES COMPANY
BOTH
Issued 04/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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