Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Isaacs is a financial advisor with over 20 years of experience in the industry. William is currently registered with Osaic Wealth, Inc. William holds Series 63, 66, and 7 licenses as well as the SIE. William also has the CFP designation. Prior to joining Osaic Wealth, Inc., William was registered with Signator Investors, Inc. and Transamerica Financial Advisors, Inc. William is also a board member for a variety of organizations in the Muncie, Indiana area.
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.
1
2
IN
02/25/2019 - Present
Osaic Wealth, Inc. (MUNCIE IN)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (MUNCIE IN)
IN
01/03/2001 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MUNCIE IN)
AL
01/18/2000 - 12/31/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 11/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Isaacs is the right advisor for you? Invested Better is here to help.
