Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Leonard Evans is a financial advisor at Osaic Wealth, Inc. with over 35 years of experience in the industry. William has held various roles at leading financial firms such as Woodbury Financial Services, Inc., National Planning Corporation, LPL Financial LLC, and Mutual Service Corporation. He holds Series 6, Series 63, and SIE licenses, as well as several state registrations. William specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for both individuals and businesses.
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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MO
01/19/2024 - Present
Osaic Wealth, Inc. (INDEPENDENCE MO)
MO
10/16/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (INDEPENDENCE MO)
MO
02/17/2015 - 10/23/2017
NATIONAL PLANNING CORPORATION (Independence MO)
MO
09/08/2009 - 03/02/2015
LPL FINANCIAL LLC (INDEPENDENCE MO)
MO
06/09/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (INDEPENDENCE MO)
MA
03/31/1995 - 06/30/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
10/10/1989 - 04/13/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
07/07/1987 - 10/12/1989
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 06/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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