Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hamada Pettus is a financial advisor who has been in the industry since June 28, 2005. William is currently registered with Mutual Advisors, LLC and is located in El Segundo, CA. William has a long history of experience in the industry, having previously worked for First Allied Securities, Inc., Waddell & Reed, and SagePoint Financial, Inc.. William holds several licenses and designations including Series 6, 7, 24, 63, 66, and the SIE exam. William also holds the designation of Certified Financial Planner. William is a Registered Representative and Investment Advisor Representative in California. In addition to William's work with Mutual Advisors, LLC, William also works as an independent insurance agent.
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.
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.
Hourly consulting
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
CA
05/03/2019 - Present
Mutual Advisors, LLC (Manhattan Beach CA)
CA
08/26/2016 - 05/07/2019
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
02/05/2010 - 09/10/2016
WADDELL & REED (TORRANCE CA)
CA
10/31/2005 - 02/02/2010
SAGEPOINT FINANCIAL, INC. (SANTA MONICA CA)
AZ
06/27/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 11/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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