Unclaimed
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 registered investment advisor representative with Cetera Investment Advisers LLC. William has been in the financial industry since November 14, 2001, and holds a Series 6, 7, 24, 63, and 65 licenses. William is also registered with the state of Florida and Texas. Previously, William held positions at AEGIS CAPITAL CORP. and GUNNALLEN FINANCIAL, INC. In addition to the securities licenses, William also holds the SIE certification. William is a member of the Investment Management Consultants Association. William is a registered investment advisor representative in Alabama, Connecticut, Florida, Georgia, Maryland, Michigan, Mississippi, New Jersey, New York, Ohio, Texas, Utah, and Washington. William specializes in various investment areas including retirement planning, college savings, and estate planning.
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
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 8/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/2003
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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