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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 Stead is a financial advisor with Cetera Investment Advisers LLC and has been working in the industry since 1982. William is registered with the state of Arizona and Texas as an Investment Advisor Representative. William holds Series 6, 7, 24, 26, 63, and 65 licenses. William is a member of the Financial Industry Regulatory Authority (FINRA). Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and is headquartered in Schaumburg, Illinois. Cetera Investment Advisers LLC provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Cetera Investment Advisers LLC manages over $100 billion in assets.
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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AZ
06/21/2019 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
08/20/1982 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (PHOENIX AZ)
IA
Issued 10/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/22/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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