Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Martin is an Investment Advisor Representative at Cetera Investment Advisers LLC, a firm with over 104 billion dollars in assets under management. William is also registered in Alabama, Florida, Mississippi, Missouri, and Tennessee. William has been in the financial industry since 2021. Cetera Investment Advisers provides a wide range of advisory services, including financial planning, portfolio management, and pension consulting. They are licensed to work with individuals, businesses, 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.
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2
AL
09/05/2023 - Present
Cetera Investment Advisers LLC (TROY AL)
AL
08/31/2021 - 09/29/2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Dothan AL)
AL
06/03/2021 - 08/24/2021
MORGAN STANLEY (Montgomery AL)
BOTH
Issued 09/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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