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 a financial advisor with over 25 years of experience in the industry. William is currently registered with Osaic Wealth, Inc. in Colorado and Texas and holds the Series 7, Series 63, and Series 66 licenses. He is also a Certified Financial Planner. William has a diverse background in the financial services industry, having previously worked with Fidelity Brokerage Services LLC, Royal Alliance Associates, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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
TX
04/18/2008 - Present
Osaic Wealth, Inc. (KATY TX)
CO
03/14/2001 - 03/26/2008
FIDELITY BROKERAGE SERVICES LLC (DENVER CO)
AZ
10/15/1996 - 03/06/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
12/07/1995 - 09/05/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/07/1995 - 09/05/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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