Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Marc Ozburn is a financial advisor who has been serving clients for over 38 years. William has a diverse background and has worked for a number of firms including Sunamerica Securities, Inc., Aetna Life Insurance and Annuity Company, and Southmark Financial Services, Inc. William is currently registered with Kestra Advisory Services, LLC and is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT®. William is committed to providing his clients with comprehensive financial planning services, including investment management, retirement planning, and insurance. William has a passion for helping people achieve their financial goals and believes that everyone deserves access to sound financial advice.
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.
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
SC
10/16/2017 - Present
Kestra Advisory Services, LLC (Fort Mill SC)
SC
04/05/2000 - 10/17/2017
NATIONAL PLANNING CORPORATION (FORT MILL SC)
AZ
06/18/1989 - 04/06/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
11/27/1985 - 08/04/1992
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
10/22/1985 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
12/13/1983 - 11/12/1985
E. F. HUTTON & COMPANY INC
IA
Issued 07/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/01/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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