Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dennis Eckert is a financial advisor with over 35 years of experience in the industry. William is currently registered with Cetera Investment Advisers LLC and has held previous registrations with Securian Financial Services, Inc., Hornor, Townsend & Kent, Inc., New England Securities, and Northwestern Mutual Investment Services, Inc. William has a wide range of experience in various financial services areas and holds several licenses including Series 6, 7, 63, and 65. William is also a volunteer trainer/teacher for the University of Kansas and serves on the board of directors for Kamo Adventures, Inc. William is dedicated to providing clients with personalized financial advice and helping them achieve 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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2
KS
08/10/2023 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
09/03/2013 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Overland Park KS)
KS
09/29/2004 - 08/15/2013
HORNOR, TOWNSEND & KENT, INC. (LEAWOOD KS)
NY
05/26/1995 - 09/17/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
WI
11/25/1987 - 05/04/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 5/2/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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