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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Petzold is a financial advisor with Cetera Investment Advisers LLC. William has been in the industry since 2019. William holds a Series 66, Series 7 and SIE license. William specializes in working with individuals, families, and businesses in the areas of financial planning, retirement planning, and investment management. William has a strong understanding of the financial markets and a commitment to providing personalized service to clients. William has worked with several firms over the years, including First Allied Securities, Inc., Securian Financial Services, Inc., and MML Investors Services, LLC.
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
SC
11/12/2021 - Present
Cetera Investment Advisers LLC (DANIEL ISLAND SC)
SC
11/12/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (DANIEL ISLAND SC)
SC
02/20/2020 - 11/15/2021
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
MD
05/24/2019 - 01/31/2020
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
BOTH
Issued 08/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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