Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wilkins has been in the financial services industry since 1999 and is currently registered with Oneamerica Securities, Inc. in Lincolnshire, IL. William is a registered representative with both FINRA and the State of Illinois. William also has a Series 66, Series 63 and Series 7 licenses and has passed the SIE exam. In previous roles, William has worked at several other firms including W&S Brokerage Services, Inc., Scottrade, Inc., Country Capital Management Company, Ameriprise Financial Services, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Edward Jones. William specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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
IL
06/04/2019 - Present
Oneamerica Securities, Inc. (Lincolnshire IL)
IL
11/20/2018 - 06/17/2019
W&S BROKERAGE SERVICES, INC. (BLOOMINGDALE IL)
IL
12/22/2016 - 03/09/2018
SCOTTRADE, INC. (BARRINGTON IL)
IL
01/24/2014 - 06/15/2016
COUNTRY CAPITAL MANAGEMENT COMPANY (LAKE IN THE HILLS IL)
IL
05/28/2009 - 04/24/2013
AMERIPRISE FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
IL
01/01/2008 - 05/26/2009
WELLS FARGO ADVISORS, LLC (BARRINGTON IL)
IL
03/14/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BARRINGTON IL)
MO
11/12/1997 - 03/09/2000
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Wilkins is the right advisor for you? Invested Better is here to help.
