Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Smoltino is an investment advisor representative with Osaic Wealth, Inc. in Islandia, NY. William has been in the industry since December 26, 2005 and has a wide range of experience in securities and investment products. William is a registered representative of the Financial Industry Regulatory Authority (FINRA) and has been registered with the state of New York since 2004. William is committed to providing clients with the highest level of service and personalized advice, tailored to their specific needs. William has also been involved in a number of other business ventures. William's experience includes working with individuals, families, businesses, and institutions. William has a strong understanding of the financial markets and a proven track record of success. William is dedicated to helping clients achieve their financial goals.
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
NY
03/19/2024 - Present
Osaic Wealth, Inc. (ISLANDIA NY)
NY
05/22/2017 - 11/29/2022
VANDERBILT SECURITIES, LLC (WOODBURY NY)
CA
06/22/2011 - 05/23/2017
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NY
10/23/2009 - 06/17/2011
FINANCIAL ADVISERS OF AMERICA, LLC (BROOKLYN NY)
NY
08/11/2004 - 07/24/2008
METLIFE SECURITIES INC. (BROOKLYN NY)
NY
08/11/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BROOKLYN NY)
BOTH
Issued 03/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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