Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hall is a financial advisor with over 40 years of experience in the industry. He is a Certified Financial Planner and has served as an insurance agent, investment advisor representative, and board member for various organizations. William is currently registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. William helps individuals, families, and businesses achieve their financial goals through personalized financial planning and investment management.
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
06/14/2024 - Present
Osaic Wealth, Inc. (SAN CLEMENTE CA)
CA
02/22/1991 - 06/14/2024
SECURITIES AMERICA, INC. (SAN CLEMENTE CA)
NA
02/24/1984 - 07/08/1991
IDM SECURITIES CORPORATION
MA
10/24/1989 - 01/10/1991
ASSOCIATED PLANNERS SECURITIES CORPORATION (BOSTON MA)
IA
Issued 02/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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