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. Rowett is an investment advisor representative with Centaurus Financial, Inc. in Derry, NH. William has been in the industry since 2006 and holds Series 63, 66 and 7 licenses. William G. Rowett also holds the SIE license. In addition to his current role at Centaurus Financial, Inc., William was previously affiliated with SAGEPOINT FINANCIAL, INC., LPL FINANCIAL CORPORATION and Mutual Service Corporation. William offers a range of financial services to individuals and businesses including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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
VA
01/10/2020 - Present
Centaurus Financial, Inc. (LEESBURG VA)
NH
09/02/2014 - 12/31/2019
SAGEPOINT FINANCIAL, INC. (SUNAPEE NH)
NH
07/02/2010 - 09/17/2014
CENTAURUS FINANCIAL, INC. (NEW LONDON NH)
NH
07/25/2007 - 07/12/2010
LPL FINANCIAL CORPORATION (CLAREMONT NH)
NH
01/09/2007 - 12/31/2007
MUTUAL SERVICE CORPORATION (CLAREMONT NH)
NH
06/09/2006 - 09/06/2006
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 02/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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