Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sayler Wostoupal is a registered Investment Advisor Representative with Orion Portfolio Solutions, LLC. William has been in the securities industry since 1994. William has experience at several firms including Northern Lights Distributors, LLC, Orbitex Funds Distributor, Inc., Securities America, Inc., and Royal Alliance Associates, Inc. William holds a Series 7, Series 24, Series 3, and Series 63 license. William is also registered with the State of Nebraska. William works with individuals, corporations, charitable organizations, pension and profit-sharing plans and pooled investment vehicles.
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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
01/25/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
10/12/2004 - 04/15/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
CT
06/16/1997 - 11/05/2003
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
NE
03/13/1995 - 12/31/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
11/09/1994 - 03/16/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/26/1994 - 11/08/1994
F.J. GARBER & CO.
NA
02/08/1994 - 06/17/1994
J. GREGORY & COMPANY, INC.
IA
Issued 03/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 3 - National Commodity Futures Examination
BC
Issued 02/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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