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William Casey Guisinger

Cetera Investment Advisers LLC

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About William Casey Guisinger

William Guisinger is a financial advisor with Cetera Investment Advisers LLC, where he is a Registered Representative and Investment Advisor Representative. William has been in the financial industry for over 12 years, and has experience working with individuals, corporations, and charitable organizations. He holds Series 6, 7, 63 and 65 licenses, as well as the SIE. Previously, he was employed by PNC Investments and Natcity Investments, Inc. William is active in the community, volunteering with the Demotte-KV Rotary Club and the Kankakee Valley Educational Foundation. William has a deep understanding of the financial markets and a commitment to providing his clients with personalized service.

Firm Information

William Guisinger is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

915 S HALLECK ST

DEMOTTE, IN 46310

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Guisinger’s Registration & Firm History

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)

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Licenses & Designations

IA

Issued 6/15/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/23/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/27/2011

Series 7 - General Securities Representative Examination

BC

Issued 6/23/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Casey Guisinger.
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