Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Howard Dotterer is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. William has been working in the financial services industry since October 29, 2000. He is registered with the state of North Carolina as an Investment Advisor Representative. William has a strong background in the financial services industry, having worked for several firms, including First Citizens Investor Services, Inc., Charles Schwab & Co., Inc. and American Express Financial Advisors Inc. William has a wide range of experience in providing financial advice to individuals and businesses. He is committed to providing his clients with the highest level of service and expertise.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
06/24/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Durham NC)
NC
03/17/2005 - 08/03/2009
FIRST CITIZENS INVESTOR SERVICES, INC. (WILMINGTON NC)
TX
10/03/2001 - 11/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
12/22/1997 - 01/25/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/22/1997 - 01/25/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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