Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Chesney is a financial advisor with over 27 years of experience in the financial services industry. William is currently registered with Oneamerica Securities, Inc. and has a Series 6, 7, 24, 63 and 65 license. William holds active registrations in New Jersey and Pennsylvania. William specializes in working with individuals and businesses, providing financial planning, portfolio management, and other investment advisory services. William is also licensed to sell non-variable insurance products through One Legacy Financial Group, LLC.
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
NJ
01/19/2018 - Present
Oneamerica Securities, Inc. (Parsippany NJ)
NJ
03/04/2010 - 10/03/2011
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
NJ
02/07/1994 - 03/05/2010
AXA ADVISORS, LLC (MORRISTOWN NJ)
NY
02/07/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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