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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John Marco is an investment advisor representative with Cetera Investment Advisers LLC. William has been in the industry since 1987 and holds the Series 7, 63, 24, 51, 65, 99TO, and SIE exams. William has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. William is also registered with the states of Colorado, Connecticut, Delaware, Florida, Maryland, Nevada, New Jersey, New York, North Carolina, Pennsylvania, and Washington.
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.
1
2
NY
03/31/2021 - Present
Cetera Investment Advisers LLC (STATEN ISLAND NY)
NY
12/16/1994 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (STATEN ISLAND NY)
CA
01/28/1992 - 08/29/1995
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NY
08/07/1989 - 02/04/1992
JOSEPH MATTHEWS & COMPANY, INCORPORATED (STATEN ISLAND NY)
MO
11/20/1987 - 11/10/1988
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
09/10/1986 - 12/11/1987
DONALD & CO. SECURITIES INC.
IA
Issued 07/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/14/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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