Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Raney is a financial advisor with Cetera Investment Advisers LLC. William has been in the industry since 1994 and has experience in the financial services industry. William is registered with the state of Iowa and Texas, and holds the Series 63, Series 65, Series 7, Series 24, and SIE licenses. He is also 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.
1
2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (GENEVA IA)
IA
11/18/1999 - 04/11/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
07/25/1999 - 11/16/1999
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
CA
08/19/1996 - 06/23/1999
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
08/08/1996 - 08/19/1996
FIRST INTERSTATE INVESTMENTS,INC.
NY
07/25/1994 - 07/26/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 7/8/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 7/6/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/8/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Raney is the right advisor for you? Invested Better is here to help.
