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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 Mathis is a financial advisor with Cetera Investment Advisers LLC. William has been in the financial services industry since 1995 and is registered to provide investment advice in South Carolina and Florida. William has a Series 7, Series 6, Series 63 and Series 65 license. William also holds an independent insurance agent license and works with individuals, families, small businesses, and charitable organizations to provide investment advisory services, financial planning and portfolio management.
IRMO, SC
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
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (IRMO SC)
SC
03/28/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (IRMO SC)
IN
07/10/1995 - 12/04/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/10/1995 - 12/04/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/7/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/7/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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