Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Oliver iii is an investment advisor representative at McKinley Carter Wealth Services, Inc. William has been in the industry for over a decade and has a broad range of experience in financial services. William's expertise includes financial planning, pension consulting, and portfolio management for businesses and individuals. William holds the Series 65 license and is registered in Ohio. William is passionate about helping clients achieve their financial goals and believes that strong relationships are the foundation of success.
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.
Investment consulting
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
OH
04/08/2024 - Present
McKinley Carter Wealth Services, Inc. (Dayton OH)
IA
Issued 04/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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