Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Yakobovich is a financial advisor with over 50 years of experience in the industry. William is currently registered with Osaic Wealth, Inc. and holds several licenses and certifications. William has been active in the industry since 1972, serving a variety of clients including individuals, families, businesses, and retirement plans. William's past experience includes working with NPB FINANCIAL GROUP, LLC, and National Planning Corporation. William is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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
CA
12/02/2024 - Present
Osaic Wealth, Inc. (CARMEL CA)
CA
05/01/2008 - 07/15/2022
NPB FINANCIAL GROUP, LLC (CARMEL CA)
CA
06/26/2000 - 05/02/2008
NATIONAL PLANNING CORPORATION (CARMEL CA)
MA
07/25/1983 - 07/18/2000
ASSOCIATED SECURITIES CORP. (BOSTON MA)
NA
09/30/1977 - 07/27/1983
FIRST AFFILIATED SECURITIES, INC.
NA
07/27/1976 - 11/14/1977
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
04/05/1972 - 07/21/1976
REYNOLDS SECURITIES, INC.
BOTH
Issued 05/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/22/1977
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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