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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 Frederic Perry is an investment advisor representative currently registered with Cetera Investment Advisers LLC in OSTERVILLE, MA. William Perry has been in the industry since 1990. Prior to Cetera Investment Advisers LLC, William Perry was associated with Investors Capital Corp., MetLife Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc. and IDS Life Insurance Company. William Perry is licensed in Alabama, California, Maine, Massachusetts and New York. William Perry holds the Series 63, Series 65, Series 7 and SIE licenses. William Perry's firm Cetera Investment Advisers LLC is a registered investment adviser and broker-dealer.
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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MA
03/21/2024 - Present
Cetera Investment Advisers LLC (OSTERVILLE MA)
MA
07/12/2001 - 10/03/2016
INVESTORS CAPITAL CORP. (OSTERVILLE MA)
MA
01/21/1991 - 07/18/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/21/1991 - 07/18/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
03/20/1990 - 11/20/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/20/1990 - 11/20/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 3/8/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/5/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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