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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John Rolser is a financial advisor with over 27 years of experience in the industry. William John Rolser is currently registered with Osaic Advisory Services, LLC, and has held previous registrations with Securities America, Inc., KMS Financial Services, Inc., Cetera Advisors LLC, Pacific West Securities, Inc., Medallion Investment Services, Inc., Securities Service Network, Inc., IFG Network Securities, Inc. and Comprehensive Financial Services, Inc. William John Rolser is a registered representative (Series 7, 6, 63, and 24), and an Investment Advisor Representative (Series 65). William John Rolser specializes in working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. William John Rolser provides financial planning, portfolio management for businesses and individuals, selection of other advisors, and pension consulting. William John Rolser also offers educational seminars.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
VA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Sterling VA)
VA
07/12/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Sterling VA)
VA
02/28/2012 - 07/16/2019
CETERA ADVISORS LLC (STERLING VA)
VA
11/09/2006 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (POTOMAC FALLS VA)
MD
01/04/1999 - 12/31/2006
MEDALLION INVESTMENT SERVICES, INC. (ROCKVILLE MD)
TN
09/20/1996 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/01/1996 - 09/18/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
07/10/1995 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
IA
Issued 01/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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