Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lohrenz is a financial advisor with Cetera Investment Advisers LLC based in Appleton, WI. William has been in the financial services industry since 1996 and has worked for several firms including Pension Planners Securities, Inc., MONY Securities Corporation, Trusted Securities Advisors Corp., Securities America, Inc. and Waddell & Reed, Inc. William is registered with the state of Wisconsin to provide investment advice. William specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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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2
WI
06/29/2023 - Present
Cetera Investment Advisers LLC (APPLETON WI)
CA
09/16/2004 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
NY
12/02/2003 - 10/20/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/30/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NE
01/04/1999 - 01/30/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
07/19/1996 - 12/31/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
KS
08/07/1995 - 12/21/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 06/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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