Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Guisinger is a registered investment advisor representative with Cetera Investment Advisers LLC. William has been in the financial services industry since June 2006. William has Series 6, 7, 63, and 65 licenses. William is also registered in the states of Colorado, Illinois, Indiana, Kentucky, Maryland and Texas. William has experience working for a variety of firms including PNC Investments and NatCity Investments, Inc. William is a volunteer with the Demotte-KV Rotary Club and a board member of the Kankakee Valley Educational Foundation.
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
IN
04/13/2018 - Present
Cetera Investment Advisers LLC (DEMOTTE IN)
IN
11/13/2009 - 04/09/2018
PNC INVESTMENTS (RENSSELAER IN)
IN
06/26/2006 - 11/13/2009
NATCITY INVESTMENTS, INC. (WHEATFIELD IN)
IA
Issued 06/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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