Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam O.e. Sterling is a financial advisor at Commonwealth Financial Network. William has been in the financial industry since 2001, and is registered to provide investment advice in multiple states, including Maryland, Alabama, Delaware, Florida, Georgia, Pennsylvania, South Carolina, Virginia, and Washington. William holds a Series 7 General Securities Representative Examination and a Series 66 Uniform Combined State Law Examination. William also has experience working with PNC Investments and Ameriprise Financial Services. Commonwealth Financial Network offers a range of investment advisory services including financial planning, portfolio management, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
07/10/2023 - Present
Commonwealth Financial Network (Columbia MD)
MD
02/02/2010 - 07/10/2023
PNC INVESTMENTS (LEONDARDTOWN MD)
MD
08/29/2001 - 02/04/2010
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
MN
08/29/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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