Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Selig is an investment advisor representative with Osaic Wealth, Inc. located in Clifton Park, New York. William has been in the securities industry since 2010 and has a combined 14 years of experience in the investment advisory field. William is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, Series 66 and SIE licenses. William holds a specializations in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. William provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and trusts.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (CLIFTON PARK NY)
NY
07/24/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CLIFTON PARK NY)
NY
09/07/2018 - 07/27/2020
KEY INVESTMENT SERVICES LLC (RENSSELAER NY)
NY
02/28/2008 - 04/19/2011
CANTOR FITZGERALD & CO. (NEW YORK NY)
NA
09/22/2005 - 05/03/2007
LEHMAN BROTHERS INC. (HONG KONG )
NY
04/18/2005 - 07/21/2005
INSTINET, LLC (NEW YORK NY)
NY
08/22/2001 - 05/28/2004
BLOOMBERG TRADEBOOK LLC (NEW YORK NY)
NJ
06/10/1999 - 03/24/2000
PREBON FINANCIAL PRODUCTS INC. (JERSEY CITY NJ)
BOTH
Issued 10/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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