Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hytner is a financial advisor with over 28 years of experience in the industry. William is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. William has worked with clients in a variety of capacities, including financial planning, estate planning, and investment planning. William is also a Certified Financial Planner. William has a strong understanding of the financial markets and is committed to 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.
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2
NY
10/23/2017 - Present
Osaic Wealth, Inc. (DEER PARK NY)
NY
12/08/2003 - 10/23/2017
NATIONAL PLANNING CORPORATION (HAUPPAUGE NY)
MA
07/21/1994 - 12/04/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 03/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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