Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Marco is an investment advisor representative with Cetera Investment Advisers LLC. William has been in the industry since 1987. William is registered with the state of New York. William holds the Series 65, Series 63, Series 51, Series 24, Series 99TO, Series 7 and SIE licenses. William is also a Registered Representative of Cetera Advisors LLC. William has a history of working at First Allied Securities, Inc., First Affiliated Securities, Joseph Matthews & Company, Incorporated and A. G. Edwards & Sons, Inc.. William has been affiliated with Cetera Investment Advisers LLC since 2022.
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 7/8/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/3/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/14/1992
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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