Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Francis Balint is a financial professional with over 28 years of experience in the financial services industry. William has a broad range of experience including work with Northwestern Mutual Investment Services, LLC., MML Investors Services, LLC and SagePoint Financial, Inc.. William is currently registered with Osaic Wealth, Inc. and has a strong track record of providing financial advice to individuals, families and businesses.
WEST SPRINGFIELD, MA
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
MA
09/01/2023 - Present
Osaic Wealth, Inc. (WEST SPRINGFIELD MA)
MA
02/26/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WEST SPRINGFIELD MA)
MA
11/01/2000 - 10/17/2017
MML INVESTORS SERVICES, LLC (HOLYOKE MA)
WI
08/15/1994 - 10/11/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 1/5/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/8/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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