WC
WC
William Crozier is a registered investment advisor, based in Medina, OH, with 36 years of industry experience.
Location
3637 Medina Rd. Suie 334, Medina, OH, 44256
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 1996Other Business ActivitiesSells Insurance
William is an insurance agent offering and servicing fixed insurance products, including fixed and indexed annuities, health, disability, long-term care, and traditional life insurance, since 2017. This takes a few hours per week, all during trading hours.
Employment History
Current Registrations
Westminster Financial Securities, INC.
August 2024 - Present · 1 yr 9 mos
Westminster Financial Advisory CORP
August 2024 - Present · 1 yr 9 mos
Westminster Financial Securities, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Osaic Fa, INC.
November 2017 - August 2024 · 6 yrs 9 mos
Osaic Fa, INC.Broker
November 2017 - August 2024 · 6 yrs 9 mos
MML Investors Services, LLC
March 2011 - November 2017 · 6 yrs 8 mos
MML Investors Services, LLCBroker
March 2011 - November 2017 · 6 yrs 8 mos
Metlife Securities INC.
December 2005 - March 2011 · 5 yrs 3 mos
Metlife Securities INC.Broker
December 2003 - March 2011 · 7 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
December 2003 - July 2007 · 3 yrs 7 mos
Capital Analysts, Incorporated
May 2001 - January 2004 · 2 yrs 8 mos
Capital Analysts, IncorporatedBroker
April 1996 - January 2004 · 7 yrs 9 mos
Ohio Savings Securities, INC.Broker
September 1995 - February 1996 · 5 mos
Pruco Securities CorporationBroker
September 1989 - October 1995 · 6 yrs 1 mo
The Prudential Insurance Company of AmericaBroker
September 1989 - December 1993 · 4 yrs 3 mos
State Registrations11 states
AZFLINMDMENCNVOHPASCTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.