Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Carl Stead is a financial advisor with over 40 years of experience in the industry. He is currently registered with Cetera Investment Advisers LLC. William has a wide range of experience and holds licenses for both brokerage and investment advisory services. He is registered in numerous states across the country and offers a variety of services including financial planning, portfolio management, and pension consulting. William is committed to providing personalized advice and guidance to help clients reach their financial goals.
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 8/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/7/1999
Series 24 - General Securities Principal Examination
BC
Issued 9/22/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 8/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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