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 Vonatzingen is an investment advisor representative with Cetera Investment Advisers LLC. William has been in the securities industry for over 7 years and has been registered with the state of New York since January 7, 2016. William is also registered as an investment advisor representative with the state of New York. William has a Series 6, Series 63, Series 65, and SIE licenses. Prior to joining Cetera Investment Advisers LLC, William was a financial advisor with Foresters Financial Services, Inc. William is a member of the board for the Town of Greenville. William specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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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NY
04/28/2021 - Present
Cetera Investment Advisers LLC (Latham NY)
NY
03/01/2016 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (LATHAM NY)
IA
Issued 4/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/7/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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