Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hagerman is a financial advisor who has been working in the industry since January 1999. William is currently registered with Cetera Investment Advisers LLC, a firm that provides investment advice to individuals and businesses. William has been with Cetera Investment Advisers LLC since August 2023. Previously, William was a registered representative with Securian Financial Services, Inc. William Hagerman holds a Series 7, Series 66 and SIE license. William is a Certified Financial Planner™.
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
DE
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWARK DE)
DE
01/20/1999 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
DE
09/21/2007 - 10/03/2007
METLIFE SECURITIES INC. (NEWARK DE)
BOTH
Issued 2/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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