Unclaimed
William Narduzzi is an Investment Advisor Representative at Cetera Investment Advisers LLC in Morristown, New Jersey. William has been in the financial services industry since 1988. He previously worked at Securian Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, WS Griffith Securities, Inc. and Zachary Jackson Securities, LP. William is a Chartered Financial Consultant and holds the Series 6, Series 63, and SIE licenses. William provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
1
2
NJ
01/11/2024 - Present
Cetera Investment Advisers LLC (MORRISTOWN NJ)
NJ
07/24/2017 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Morristown NJ)
NJ
03/25/2017 - 07/20/2017
MML INVESTORS SERVICES, LLC (ROSELAND NJ)
NJ
10/19/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROSELAND NJ)
NJ
10/19/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)
CT
06/07/1993 - 10/12/2001
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NJ
01/19/1999 - 01/29/1999
ZACHARY JACKSON SECURITIES, LP (SPRINGFIELD NJ)
CT
05/17/1988 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 12/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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