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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Allan Van vreede is a financial advisor with Cetera Investment Advisers LLC. William has been in the financial services industry since February 20, 1982 and has experience with various financial products and services. William is registered with the state of Michigan as both a broker and investment advisor, and also holds Series 6, 26, 63 and 65 licenses. William has worked at both Voya Financial Advisors, Inc. and Pruco Securities, LLC. in the past and currently maintains licenses in several states. William also owns several other businesses related to real estate holdings, insurance, oil and gas, as well as commercial building ownership. William's expertise lies in various areas, including fixed insurance, commercial property and casualty insurance, and oil and gas exploration.
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
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (TRAVERSE CITY MI)
MI
02/28/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TRAVERSE CITY MI)
NJ
02/21/1982 - 02/28/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
02/24/1982 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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