Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Haberman is an investment advisor representative at Oakwood Capital, Inc., where William has been employed since July 2000. William has been in the industry since July 1994. In addition to William's role at Oakwood Capital, William is also an owner and insurance agent at Lifetime Financial Strategies, LLC, and an independent fixed insurance agent. William is a Certified Financial Planner. William's registrations include Arizona, California, Florida, Minnesota and Wisconsin.
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.
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.
Solicitor fees
1
2
MN
03/21/2019 - Present
Oakwood Capital, Inc. (ST. LOUIS PARK MN)
CA
03/16/1990 - 08/25/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
AZ
11/19/1989 - 03/21/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
02/16/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/12/1988 - 03/01/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
07/26/1984 - 11/03/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/26/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BOTH
Issued 01/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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