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William Brandon O'Mell

Cetera Investment Services LLC

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About William Brandon O'Mell

William Brandon O'Mell is a financial advisor with Cetera Investment Services LLC. William has been in the securities industry since March 17, 2008. William has been registered with Cetera Investment Services LLC since April 11, 2013. William has been registered in Arkansas, Florida, Georgia, Mississippi, North Carolina, Tennessee and Texas. William is licensed to sell securities in Arkansas, Florida, Georgia, Mississippi, North Carolina, Tennessee and Texas.

Firm Information

William O'Mell is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William O'Mell’s Registration & Firm History

TN

04/11/2013 - Present

Cetera Investment Services LLC (GERMANTOWN TN)

TN

11/14/2012 - 04/10/2013

SUNTRUST INVESTMENT SERVICES, INC. (BARTLETT TN)

MS

07/19/2010 - 08/20/2012

FIRST TENNESSEE BROKERAGE, INC. (SOUTHAVEN MS)

TN

11/21/2007 - 06/15/2010

DUNCAN-WILLIAMS, INC. (MEMPHIS TN)

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Licenses & Designations

BC

Issued 12/07/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Brandon O'Mell.
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