Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Slepcevich has been in the financial services industry since 1982. Currently, William is a registered representative with Osaic Wealth, Inc. William has a strong background in providing financial planning, portfolio management for individuals, and portfolio management for businesses. William is also a Registered Investment Advisor in Florida and Texas.
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.
1
2
FL
01/19/2024 - Present
Osaic Wealth, Inc. (NAPLES FL)
FL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NAPLES FL)
FL
02/28/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (NAPLES FL)
FL
12/01/2004 - 02/28/2014
ARGENTUS SECURITIES, LLC (NAPLES FL)
TX
10/29/2008 - 12/31/2008
FINANCIAL COUNSELING CORPORATION (HOUSTON TX)
NY
09/28/1982 - 12/10/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure William Slepcevich is the right advisor for you? Invested Better is here to help.
