William
Osman
Ubs Financial Services Inc
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About this Advisor
William Osman is a financial advisor based in Charlotte, North Carolina, working with UBS Financial Services Inc. William has previously held positions at UBS, East Carolina University College of Business, PackTV, Wolfbytes Radio, NC State University Athletics, Outdoor Provisions, NC State University, Sports & Properties Inc, Bad Daddy's Burger Bar, USA Baseball, Macallan Construction, Watson's Christmas Tree Farm, Contempora Fabrics, Lumberton Senior High School, and Lumberton Racquet Club. William has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, William is part of UBS Financial Services Inc, which operates out of Charlotte, North Carolina. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, and educational seminars. The fee structure at UBS Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ubs Financial Services Inc Brokerage Details
$702,387,082,915
12,701
1,093,486
$642,338
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
William Osman Work History
Ubs
East Carolina University College Of Business
East Carolina University College Of Business
Wolfbytes Radio
Nc State University Athletics
Outdoor Provisions
Sports & Properties Inc
Bad Daddy'S Burger Bar
Usa Baseball
Macallan Construction
Packtv
Contempora Fabrics
Nc State University
Watson'S Christmas Tree Farm
Lumberton Senior High School
Lumberton Racquet Club
Disclosures
Please visit the SEC profile of William Osman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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