Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Walter McDonald is a financial advisor at Osaic Wealth, Inc., based in OWATONNA, MN. William has over 23 years of experience in the financial services industry. William has a Series 6, 7, and 63 licenses. William holds a SIE license, is registered with the state of Minnesota, and has been registered with the state of Texas for 23 years. William provides financial planning and portfolio management services to individuals, corporations, and non-profit organizations.
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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MN
11/03/2023 - Present
Osaic Wealth, Inc. (OWATONNA MN)
MN
06/26/2009 - 11/03/2023
FSC SECURITIES CORPORATION (FARIBAULT MN)
MN
09/21/2000 - 03/20/2009
AIG RETIREMENT ADVISORS, INC. (EDINA MN)
TX
09/21/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 09/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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