Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill Day is a wealth advisor with Cetera Investment Advisers LLC. Bill is also a wealth advisor with CWM, LLC. Bill provides financial planning, portfolio management, estate planning, and other advisory services to clients. Bill has been in the industry since 1996.
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.
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2
KS
06/29/2023 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
01/03/2013 - 04/05/2023
GENEOS WEALTH MANAGEMENT, INC. (OVERLAND PARK KS)
CT
05/07/2008 - 01/29/2013
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
MA
04/14/2005 - 05/02/2008
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
08/16/2004 - 03/04/2005
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
TN
03/20/2001 - 09/15/2003
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
01/13/2000 - 09/08/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MO
11/01/1996 - 01/03/2000
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
MO
07/21/1994 - 03/31/1995
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
10/14/1993 - 07/06/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 1/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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