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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 Joseph Mellas is a financial advisor with Cetera Investment Advisers LLC. William has been in the financial industry since November 14, 2001. William is registered with FINRA and the state of Florida. William holds a Series 6, 7, 24, 63, and 65 licenses. William also holds the SIE license. William has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. William is also a member of the Investment Management Consultants Association.
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
FL
11/03/2022 - Present
Cetera Investment Advisers LLC (LAKELAND FL)
NY
03/23/2010 - 06/06/2017
AEGIS CAPITAL CORP. (BRONXVILLE NY)
NY
11/24/2008 - 03/30/2010
GUNNALLEN FINANCIAL, INC (BRONXVILLE NY)
NY
11/15/2001 - 12/31/2008
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 08/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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