Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Horak has been in the financial industry since 1986. William is a Registered Representative and Investment Advisor Representative. William is currently registered with Wealth Management Corp. William has been with Wealth Management Corp. since 1989. Previously, William was a Registered Representative with Nationwide Investment Services Corporation, FSC Securities Corporation, Boardwalk Capital Corporation, Integrated Resources Equity Corporation and Waddell & Reed, Inc.. William holds Series 7, Series 24 and Series 63 licenses. William also holds a SIE license. William is a Certified Financial Planner. William specializes in providing financial advice to individuals, businesses and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
04/13/2012 - Present
Wealth Management Corp. (TALLAHASSEE FL)
OH
02/23/1990 - 08/29/1996
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
GA
02/12/1990 - 07/02/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
08/29/1988 - 02/08/1990
BOARDWALK CAPITAL CORPORATION
NA
04/07/1988 - 09/02/1988
INTEGRATED RESOURCES EQUITY CORPORATION
GA
05/07/1987 - 04/19/1988
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
03/19/1986 - 05/26/1987
WADDELL & REED, INC.
BC
Issued 05/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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