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William M Vosik

Charles Schwab & CO., Inc.

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About William M Vosik

William Vosik is a financial advisor with Charles Schwab & Co., Inc. William has been working in the financial services industry since February 1994. William has a strong background in financial planning and has been with Charles Schwab & Co., Inc. since February 1999. William is also a registered representative of Charles Schwab & Co., Inc. William is licensed in 36 states, including Nebraska and Texas. William has completed the Series 63 and 66 examinations. William has a strong track record of providing excellent service to his clients.

Firm Information

William Vosik is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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William Vosik’s Registration & Firm History

NE

01/02/2019 - Present

Charles Schwab & CO., Inc. (Omaha NE)

NE

08/10/1995 - 08/12/1998

AMERITRADE (BELLEVUE NE)

MN

01/24/1995 - 06/15/1995

NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)

MO

02/15/1994 - 01/25/1995

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 09/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William M Vosik.
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