Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ohakam is an investment advisor representative with Charles Schwab & CO., Inc. William has been in the industry since February 17, 2018 and is currently registered in Washington. William is also licensed as a Registered Representative and is registered with FINRA. Previously, William was registered with Fidelity Brokerage Services LLC in Westlake, TX and with TD Ameritrade, Inc. in Southlake, TX.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
WA
01/24/2024 - Present
Charles Schwab & CO., Inc. (Seattle WA)
TX
02/16/2021 - 09/14/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/21/2017 - 01/26/2021
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 10/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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