Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dudley is a financial advisor with Osaic Wealth, Inc. William has been in the financial services industry since 1993. William is a Certified Financial Planner (CFP). William holds the Series 7, Series 24, Series 63, and SIE licenses. William has been registered with the Financial Industry Regulatory Authority (FINRA) since 1991. William is registered with the Securities and Exchange Commission (SEC) and is currently registered in Alabama, Arizona, California, Delaware, Florida, Georgia, Iowa, Kentucky, Minnesota, North Carolina, South Carolina, Tennessee, Texas, and Virginia. William is a member of the Winner's Club of Calhoun and the Community Foundation of Northwest Georgia. William is a partner/owner/investor in NRBW, LLC. William is a member of the finance committee of the Calhoun First Methodist Church. William has been a board member of the Winner's Club of Calhoun since 2012. William has been a board member of the Community Foundation of Northwest Georgia since 2014. William is a partner/owner/investor in NRBW, LLC, a family LLC for estate planning purposes. William is a member of the finance committee of the Calhoun First Methodist Church. William's areas of expertise include financial planning, retirement planning, college savings, investment management, and estate planning. William has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. 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.
1
2
GA
07/30/2019 - Present
Osaic Wealth, Inc. (CALHOUN GA)
GA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CALHOUN GA)
GA
01/02/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CALHOUN GA)
IA
01/03/1996 - 01/02/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NA
07/23/1991 - 07/21/1994
F.N. WOLF & CO., INC.
BC
Issued 7/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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