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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 an investment advisor representative associated with Cetera Investment Advisers LLC. William has been in the securities industry for over 7 years. William has passed the Series 7TO, SIE and Series 66 exams. Cetera Investment Advisers LLC provides financial planning and investment management services for individuals, businesses, corporations, high-net-worth individuals, pension and profit-sharing plans, charitable organizations and state or municipal government entities. William specializes in providing personalized financial advice to help clients achieve their 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
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 8/6/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 3/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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