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 Leclair is an investment advisor representative with Osaic Wealth, Inc. William has over 20 years of experience in the financial services industry. William has worked with a variety of clients, including individuals, families, businesses, and retirement plans. William is committed to providing his clients with personalized financial advice and investment management services. William is also a registered representative of Securities America, Inc. William is licensed to sell securities in Massachusetts, New York, and Pennsylvania. William is a member of the Securities Industry and Financial Markets Association (SIFMA).
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
MA
06/14/2024 - Present
Osaic Wealth, Inc. (HINGHAM MA)
MA
05/31/2019 - 06/14/2024
SECURITIES AMERICA, INC. (HINGHAM MA)
MA
08/22/2014 - 06/05/2019
PRINCIPAL SECURITIES, INC. (Duxbury MA)
NE
09/28/2012 - 09/05/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
MA
05/16/2006 - 09/21/2012
PARK AVENUE SECURITIES LLC (ROCKLAND MA)
MA
08/16/2004 - 05/09/2006
METLIFE SECURITIES INC. (HINGHAM MA)
MA
08/16/2004 - 05/09/2006
METROPOLITAN LIFE INSURANCE COMPANY (HINGHAM MA)
IA
Issued 10/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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