Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Theodore Ozga is a financial advisor with over 20 years of experience in the financial services industry. William currently works for Ameriprise Financial Services, LLC in Gilbert, Arizona. William holds a Series 6, Series 7, and Series 63 license as well as the SIE and Series 65 exams. William has previously worked for Ameriprise Advisor Services, Inc., H&R Block Financial Advisors, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. William specializes in providing financial advice to individuals, businesses, trusts, estates, pension and profit sharing plans, charitable organizations, and insurance companies.
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.
Asset allocation services
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
AZ
10/05/2009 - Present
Ameriprise Financial Services, LLC (Gilbert AZ)
MI
05/22/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
MI
04/26/2004 - 09/13/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
11/12/2003 - 05/06/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/12/2003 - 05/06/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
02/07/2001 - 10/10/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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