Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gist is an investment advisor representative at Osaic Wealth, Inc. William has been in the industry since 1998. Prior to joining Osaic Wealth, Inc. William worked for Lincoln Financial Advisors, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Dreyfus Service Corporation, The Lincoln National Life Insurance Company, and Paine Webber Incorporated. William is licensed to offer securities in Arizona, California, Colorado, Kansas, Louisiana, Massachusetts, Mississippi, Missouri, North Carolina, Oklahoma, Oregon, Tennessee, Texas, Washington, and West Virginia. William also holds the Series 7, Series 63, Series 65, and SIE exams.
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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2
KS
01/24/2025 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
07/27/2006 - 09/25/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
NY
09/08/2005 - 06/05/2006
DREYFUS SERVICE CORPORATION (NEW YORK NY)
IN
02/12/2001 - 09/07/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/12/2001 - 09/07/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
04/27/1998 - 01/26/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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