Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam G Langenstein is a financial advisor who has been in the industry since December 17, 2001. Currently, William is registered with Cetera Investment Advisers LLC and has been with them since November 12, 2020. In addition, William G Langenstein has worked for several other firms in the past including First Allied Securities, Inc., NFP Advisor Services, LLC, SII Investments, Inc., and United Planners' Financial Services of America A Limited Partner. William's experience includes working with individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, state or municipal government entities, banking or thrift institutions, and investment companies.
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.
1
2
MI
11/12/2020 - Present
Cetera Investment Advisers LLC (ROCHESTER HILLS MI)
MI
06/26/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Rochester Hills MI)
MI
08/18/2014 - 06/26/2015
NFP ADVISOR SERVICES, LLC (Troy MI)
MI
01/26/2007 - 08/20/2014
SII INVESTMENTS, INC. (TROY MI)
MI
12/18/2001 - 01/31/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (TROY MI)
IA
Issued 03/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Langenstein is the right advisor for you? Invested Better is here to help.
