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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 Wilson is a financial advisor with Cetera Investment Advisers LLC. William is based in Bartlesville, Oklahoma and has been in the financial services industry since February 9, 2010. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm offers a variety of financial services, including financial planning, investment management, and retirement planning. William has experience working with individuals, businesses, and institutions. He is committed to providing his clients with personalized financial advice and guidance.
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
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (BARTLESVILLE OK)
OK
10/27/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BARTLESVILLE OK)
OK
12/23/2009 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (OKLAHOMA CITY OK)
BOTH
Issued 2/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/20/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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