Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ostler is a financial advisor with over 34 years of experience. William has worked at Cetera Investment Advisers LLC since 2023. William has held previous positions at MDS Securities Incorporated, and Zions Investment Securities, Inc. William has a Series 63, 65, and 66 licenses and has worked in several states. He is currently licensed in Texas, Utah, Arizona, California, Colorado, Idaho, Massachusetts, Oregon, and Wyoming.
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
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (FARMINGTON UT)
IN
12/04/1995 - 08/01/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
UT
06/22/1988 - 11/28/1995
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
BOTH
Issued 11/19/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/1/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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