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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vinell? Claim Your ProfileVinell McWilliams is an investment advisor representative at Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Vinell has been in the industry since February 1994, working with various firms including Pacific West Securities, Inc., Raymond James Financial Services, Inc., Sutro & Co. Incorporated, Charter Investment Group, Inc., and Prudential Securities Incorporated. Vinell holds the Series 63, 65, 7, 24 and 31 licenses, in addition to the SIE. Currently, Vinell McWilliams is registered with the states of California, Texas, Arizona, Colorado, Idaho, Missouri, Montana, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Utah, Washington, and West Virginia. Vinell is licensed to provide investment advice to high net worth individuals, individuals other than high net worth, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and banking or thrift institutions. Vinell McWilliams's specialty is providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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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CA
03/21/2024 - Present
Cetera Investment Advisers LLC (LINCOLN CA)
CA
02/07/2007 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (LINCOLN CA)
CA
07/13/2001 - 02/08/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAGUNA HILLS CA)
CA
02/01/1999 - 07/27/2001
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
OR
07/11/1997 - 02/08/1999
CHARTER INVESTMENT GROUP, INC. (PORTLAND OR)
NY
02/01/1994 - 07/09/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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