Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Douglas Dutra is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered with Cetera Advisor Networks LLC and is licensed in Florida, Ohio, South Carolina, Vermont, Virginia, and West Virginia. William has previously worked with Securian Financial Services, Inc., MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Berkshire Equity Sales, Inc. William holds the Series 6, Series 63, and SIE licenses.
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.
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.
1
2
FL
07/14/2023 - Present
Cetera Advisor Networks LLC (ORLANDO FL)
FL
06/26/2017 - 08/14/2023
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
11/10/2000 - 03/16/2017
MSI FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
11/10/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)
MA
08/13/1990 - 12/04/2000
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Dutra is the right advisor for you? Invested Better is here to help.
