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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 Chase Haynes is a registered investment advisor representative with Cetera Investment Advisers LLC. William Haynes is also registered with the states of Louisiana and Texas. William Haynes has been in the financial services industry since 2014. Previously, William Haynes was registered with Wells Fargo Advisors, LLC. William Haynes holds the Series 6, 7, 63, and 65 securities licenses. William Haynes also passed the Securities Industry Essentials Examination.
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
03/30/2016 - Present
Cetera Investment Advisers LLC (BOSSIER CITY LA)
TX
08/30/2014 - 05/28/2015
WELLS FARGO ADVISORS, LLC (TEXARKANA TX)
IA
Issued 3/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 8/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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