Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Frailey is a financial advisor with Osaic Wealth, Inc. located in Olympia, WA. William has over 39 years of experience in the financial services industry. William is a Certified Financial Planner and holds the Series 6, 7, 24, and 63 licenses. William specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
WA
11/02/2018 - Present
Osaic Wealth, Inc. (OLYMPIA WA)
WA
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (OLYMPIA WA)
WA
01/13/2012 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (OLYMPIA WA)
WA
06/13/2000 - 01/18/2012
PACIFIC WEST SECURITIES, INC. (OLYMPIA WA)
UT
01/03/1994 - 07/19/2000
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
CA
04/10/1989 - 12/31/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
04/10/1989 - 12/31/1993
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
01/19/1989 - 04/19/1989
U.S. SECURITIES CLEARING CORP. (SAN DIEGO CA)
CA
08/22/1988 - 01/26/1989
TITAN CAPITAL CORPORATION (IRVINE CA)
OH
04/12/1988 - 08/23/1988
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
PA
03/19/1987 - 04/19/1988
CIGNA SECURITIES, INC. (RADNOR PA)
NA
08/06/1985 - 01/19/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
03/11/1985 - 06/19/1985
SOUTHMARK FINANCIAL SERVICES, INC.
NA
08/17/1983 - 01/11/1985
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
NA
01/25/1984 - 10/17/1984
PRUDENTIAL-BACHE SECURITIES INC.
BC
Issued 01/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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