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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Walter Spero is an investment advisor representative with Osaic Wealth, Inc. based in Canonsburg, PA. William has been in the industry since June 2004, has a variety of licenses and certifications, including Series 6, 7, 24, 26, 51 and 66. He is also a managing partner with Tri-Pointe Wealth Advisors, LLC. William has a strong background in providing financial planning, portfolio management for businesses and individuals, and pension consulting. He has a wide range of client experience, including individuals, businesses, charitable organizations, and pension and profit-sharing plans. He has served as an advisor for First Investors Corp, Foresters Advisory Services LLC, Foresters Financial Services, Cetera Investment Services LLC, and Cetera Investment Advisors LLC.
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
PA
07/23/2024 - Present
Osaic Wealth, Inc. (Canonsburg PA)
PA
06/20/2019 - 07/24/2024
CETERA INVESTMENT SERVICES LLC (CANONSBURG PA)
PA
06/02/2004 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (CANONSBURG PA)
BOTH
Issued 12/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 08/06/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/02/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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