Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Van Vreede is a registered investment advisor representative with Cetera Investment Advisers LLC. William has been in the financial services industry since 1982 and is licensed in Louisiana and Michigan. William is also a registered investment advisor representative in Michigan. William has a long history of experience in the financial services industry, including previous roles with VOYA FINANCIAL ADVISORS, INC., PRUCO SECURITIES, LLC., and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. William provides a wide range of financial services, including financial planning, pension consulting, and portfolio management for both businesses and 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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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 4/6/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/31/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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