Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mauney Ogburn is a financial advisor registered with Equitable Advisors, LLC. William Ogburn has been working in the financial services industry since February 1974. William Ogburn is licensed to offer financial advice and services in multiple states including South Carolina, Georgia, Florida, North Carolina, Ohio and New York. William Ogburn has been associated with Equitable Advisors, LLC since September 1999. William Ogburn has held previous registrations with The Equitable Life Assurance Society of the United States.
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
SC
02/13/2004 - Present
Equitable Advisors, LLC (COLUMBIA SC)
NY
02/13/1974 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure William Ogburn is the right advisor for you? Invested Better is here to help.
