Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Leo Bush is a financial professional with over 30 years of experience in the financial services industry. William is currently registered with Lincoln Investment and Capital Analysts. William is also a Chartered Financial Consultant. William has worked with individuals, businesses and institutions in developing financial plans, investment strategies and insurance solutions. William is dedicated to providing high-quality, personalized financial advice to help clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
06/01/2012 - Present
Lincoln Investment (UNIONTOWN OH)
OH
05/17/2005 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (UNIONTOWN OH)
TX
08/01/2001 - 04/29/2005
NFP SECURITIES, INC. (AUSTIN TX)
OH
07/19/1993 - 08/01/2001
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
CA
06/29/1988 - 07/22/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
06/29/1988 - 07/22/1993
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
01/12/1984 - 05/28/1988
FSC SECURITIES CORPORATION
NA
07/29/1982 - 12/09/1983
EQUITY SERVICES, INC.
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/28/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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