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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 Teague is a financial advisor with Cetera Investment Advisers LLC based in HARVEY, LA. William has been a registered representative for over 15 years and holds Series 6, 7, 63, and 65 licenses. He is a veteran advisor, having also previously worked with Capital One Investment Services LLC and PFS Investments Inc. William specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. He serves clients across various states, including Louisiana, Texas, Mississippi, Alabama, Arkansas, Illinois, Georgia, Arizona, Massachusetts, Colorado and Tennessee.
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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LA
04/22/2022 - Present
Cetera Investment Advisers LLC (HARVEY LA)
LA
08/04/2010 - 10/21/2013
CAPITAL ONE INVESTMENT SERVICES LLC (KENNER LA)
LA
05/12/2008 - 08/03/2010
PFS INVESTMENTS INC. (METAIRIE LA)
IA
Issued 1/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/3/2012
Series 7 - General Securities Representative Examination
BC
Issued 5/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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