Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Roy Handwerker is a financial advisor with over 20 years of experience in the financial services industry. He currently works at Osaic FA, Inc. William Handwerker is registered with FINRA and has a Series 7, 63, 65 and SIE licenses. William has experience working with a wide range of clients including individuals, businesses, and retirement plans.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
06/14/2021 - Present
Osaic FA, Inc. (DelRay Beach FL)
NY
02/07/2006 - 05/21/2008
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY NY)
PA
11/30/2004 - 01/19/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
07/16/2001 - 12/03/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/26/2001 - 06/07/2001
GBI CAPITAL PARTNERS INC. (BETHPAGE NY)
IA
Issued 11/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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