Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Lloyd Dahle is an investment advisor representative registered with Cetera Investment Advisers LLC in West Jordan, Utah. William Dahle has over 28 years of experience in the financial services industry. William Dahle holds the Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Cetera Investment Advisers LLC is a full-service independent broker-dealer and investment advisor that provides a wide range of financial products and services to individuals and institutions. Cetera Investment Advisers LLC has over 6,600 investment advisor representatives and approximately $104 billion in assets under management.
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
UT
10/05/2021 - Present
Cetera Investment Advisers LLC (WEST JORDAN UT)
UT
11/18/1994 - 10/06/2021
AVANTAX INVESTMENT SERVICES, INC. (WEST JORDAN UT)
IA
Issued 1/7/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/4/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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