Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bishop is a financial advisor registered with Cetera Investment Advisers LLC. William has been in the financial services industry since January 2015 and is registered to provide investment advice in California. William has a combined 10 years of experience working with clients in the San Diego area. He is a licensed financial advisor and holds the Series 66, Series 7TO and SIE licenses. William holds the FINRA registration number 7890488. In addition to working as a financial advisor, William also works as a sports official. William is committed to providing his clients with personalized financial advice to help them reach their financial goals. Cetera Investment Advisers LLC is a national financial services firm with a focus on providing financial planning, investment management, and retirement planning services.
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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CA
08/12/2024 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
BOTH
Issued 08/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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