William WostenbergCRD Number: 5589082
Current Firm: Transamerica Financial Advisors, Inc.
William Wostenberg (CRD# 5589082) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 8 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|Mt. Diablo Unified School District||Concord, CA||Mar 2016 - Current||2|
|Human Resources Consulting||Danville, CA||Nov 2014 - Current||3|
|Transamerica Financial Advisors, Inc.||San Jose, CA||Jan 2012 - Current||6|
|World Financial Group, Inc.||San Jose, CA||Jun 2011 - Current||7|
|Mount Diablo Unitarian Universalist Church||Walnut Creek, CA||Jul 2010 - Current||7|
|Investment Advisors International, Inc.||San Jose, CA||Jul 2011 - Jan 2012||< 1|
|World Group Securities, Inc.||San Jose, CA||Jun 2011 - Jan 2012||< 1|
|Primerica Financial Services||Alameda, CA||Jun 2007 - May 2011||3|
|Pfs Investments Inc.||Alameda, CA||Nov 2000 - May 2011||10|
|Stars Behavioral Health Gruop||Oakland, CA||Aug 2007 - Oct 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2010|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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