Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Toner is a financial advisor with over 11 years of experience in the industry. William has a strong background in financial planning, portfolio management, and pension consulting. William is currently registered with Osaic Wealth, Inc. and has previously been employed at firms such as SAGEPOINT FINANCIAL, INC., RAYMOND JAMES & ASSOCIATES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William holds Series 66, SIE, Series 7TO, and Series 7 licenses.
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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CA
09/01/2023 - Present
Osaic Wealth, Inc. (NEWPORT BEACH CA)
CA
07/19/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NEWPORT BEACH CA)
CA
12/01/2014 - 02/12/2016
RAYMOND JAMES & ASSOCIATES, INC. (SANTA BARBARA CA)
CA
09/11/2014 - 12/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OXNARD CA)
TX
07/26/2012 - 10/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
CA
03/04/2010 - 07/31/2012
SAGEPOINT FINANCIAL, INC. (NEWPORT BEACH CA)
BOTH
Issued 07/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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