Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J. Andersen is an investment advisor representative who has been in the financial services industry since 2008. William is currently registered with Cetera Investment Advisers LLC, and previously with LPL Financial LLC and Invest Financial Corporation. William holds the Series 7, Series 24, and Series 63 licenses. William specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. William is also registered with the state of New York as an investment advisor representative. William is a registered representative of Cetera Investment Advisers LLC.
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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NY
10/20/2022 - Present
Cetera Investment Advisers LLC (COMMACK NY)
NY
02/14/2018 - 11/03/2022
LPL FINANCIAL LLC (COMMACK NY)
NY
09/03/2008 - 02/14/2018
INVEST FINANCIAL CORPORATION (COMMACK NY)
BC
Issued 11/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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