Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mendel is a financial advisor with over 15 years of experience in the financial services industry. He is currently a registered representative with Cetera Investment Advisers LLC, where he provides financial advice and investment management services. William has a wide range of experience, having worked with Summit Brokerage Services and UBS Financial Services in the past. He is also a Certified Financial Planner™ professional. William serves individuals, families, and businesses in Kansas City, Missouri, and surrounding areas.
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
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (KANSAS CITY MO)
KS
11/04/2011 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Leawood KS)
KS
01/24/2008 - 11/14/2011
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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