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 with over 24 years of experience in the industry. William is currently registered with Cetera Investment Advisers LLC, and has previously been registered with Securian Financial Services, Inc. and MetLife Securities Inc. William holds the Series 7, Series 66, and SIE securities licenses. William is also a Certified Financial Planner. William's primary office location is in Newark, DE, but William also services clients in Dewey Beach, DE. William's specializations include Retirement Planning, College Savings, Estate Planning, Insurance, and Investments.
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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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 02/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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