Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ray Johnson is a financial advisor at Osaic Wealth, Inc. William has been in the financial industry for over 24 years and holds licenses in Florida, Georgia, and Texas. William has experience in portfolio management for individuals and businesses and provides financial planning services. William is also an Investment Advisor Representative (IAR) and offers investment advisory services to clients. William was previously registered with SAGEPOINT FINANCIAL, INC. and WADDELL & REED, INC..
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
TX
09/01/2023 - Present
Osaic Wealth, Inc. (THE WOODLANDS TX)
TX
10/28/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (THE WOODLANDS TX)
TX
01/11/1999 - 11/01/2013
WADDELL & REED, INC. (HOUSTON TX)
IA
Issued 06/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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