Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam S. Oakes is a financial advisor with Osaic Wealth, Inc. William has been in the financial services industry since 2002. William is registered as a Registered Representative and Investment Advisor Representative in New Jersey and Pennsylvania. William is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Series 6, 7, 24, 63, and 65 securities licenses. In addition to William's role at Osaic Wealth, Inc., William is also a financial advisor with Acorn Financial Services. William is a board member of the Westfield Lacrosse Club.
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
12/02/2020 - Present
Osaic Wealth, Inc. (LIVINGSTON NJ)
NJ
06/06/2002 - 11/02/2018
SIGNATOR INVESTORS, INC. (LIVINGSTON NJ)
IA
Issued 01/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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