Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Keel is an investment advisor representative with Osaic Wealth, Inc. William has been in the securities industry since July 2, 1986. William has been registered with the state of Texas since December 18, 2008 and Pennsylvania since May 4, 2016. William is also registered with the state of Colorado, Kansas, Louisiana, New Mexico, Utah and Texas. William has passed the Series 7, Series 63, Series 65, Series 72, and SIE exams. William is also a partner in Financial & Insurance Consultants.
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
TX
12/18/2008 - Present
Osaic Wealth, Inc. (KATY TX)
GA
04/30/1991 - 06/02/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
03/04/1987 - 03/18/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
NA
05/22/1986 - 03/17/1987
MAY & O'CONNOR CAPITAL INC
IA
Issued 12/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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