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  (239) 939-4455   trevor.harrelson@omnifinserv.com

OMNI Financial Services

OMNI Financial Services

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  2. Bill Dutra

Bill Dutra

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William Dutra
ChFC®, CLU®
Registered Representative
Phone: 
407.316.8043
Fax: 
407.316.0355
E-mail: 
bill.dutra@omnifinserv.com

Professional Experience

My goal is to work with clients to uncover solutions to their financial needs by using a comprehensive process with the goal of securing their future. With 30 years in the financial industry, I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

I have been a resident of Florida for 23 years, and in my free time, I enjoy spending time with my wife, Liliana, daughter, Miranda and grandson, Christian. Additionally, I participate in community outreach programs as a member of the Chamber of Commerce and the St. Augustine Catholic Church.

Credentials

  • FINRA Securities Series 6, 63, Registrations
  • Licensed Life, Health and Variable Annuities
  • Chartered Financial Consultant
  • Chartered Life Underwriter

Professional Services

Business
  • Business Succession Planning, Buy/Sell Agreements and Funding
  • Executive Compensation, Bonus Plans and Key Man Protection
  • Employee Benefits
  • Retirement Planning
  • Tax Sheltered Annuities
  • Pension Transfer/Rollovers
  • 401(k) & 403(b) Plans
  • Group Variable Universal Life Insurance and Disability Insurance
 
Personal
  • Family Protection, Life, Disability and Long-Term Care Insurance
  • Retirement Planning and Wealth Management
  • Asset Protection and Estate Planning
  • Fixed and Variable Annuities
  • Disability Insurance
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Mortgage protection (funded through life insurance and disability insurance)
  • Lump Sum Pension Distribution Strategies

William Dutra is a registered representative with Securian Financial Services, Inc. Securities offered through Securian Financial Services, Inc. Member FINRA/SIPC. OMNI Financial Services is independently owned and operated. 1883090DOFU082917

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Additional info

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Contact info

  •   12610 New Brittany Boulevard, Fort Myers, Florida 33907
  •   (239) 939-4455
  •   trevor.harrelson@omnifinserv.com

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Securities and Advisory services offered through Securian Financial Services, Inc. A registered investment advisor. Member  FINRA &  SIPC.

Our firm has various representatives that are licensed to conduct business in CA,CT,FL,GA,IA,IL,KS,KY,LA,MI,MN,MO,NC,NE,NJ,NM,OH,OK,PA,SC,SD,TN,TX,VA,WI for non-registered insurance products only. We also have various representatives that are licensed and registered to conduct business in the following states: CA,CO,CT,FL,GA,IA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,NC,NE,NJ,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WI for non-registered and registered insurance products, as well as securities. OMNI Financial Services is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with OMNI Financial Services are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with OMNI Financial Services are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. OMNI Financial Services, 12610 New Brittany Blvd., Ft. Myers, FL, 33907 239-939-4455 Copyright 2014 OMNI Financial Services, Securian Financial Network. All Rights Reserved.

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