Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Guise is a financial advisor with over 34 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc., and holds multiple licenses including Series 6, 7, 63 and 65. He provides financial planning, portfolio management, and educational seminars to individuals, businesses, and pension plans. William also has experience in insurance sales and planning services through his own sole proprietorship, Covenant Planning Group.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (GREEN BAY WI)
WI
06/06/1991 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)
CT
05/30/1989 - 06/18/1991
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
IA
Issued 08/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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