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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 Kirksey is a financial advisor with Cetera Investment Advisers LLC. William has over 20 years of experience in the industry and holds Series 63, 66, and 7 licenses, as well as the SIE and Series 52. William is registered in Alabama, Arkansas, Florida, Hawaii, Mississippi, Tennessee, and Wisconsin. William is a registered investment advisor in Tennessee. William's previous experience includes working at Stifel, Nicolaus & Company, Incorporated, Morgan Keegan & Company, Inc., and Carty & Company, Inc. William is a highly experienced financial advisor with a proven track record of success.
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
TN
01/12/2018 - Present
Cetera Investment Advisers LLC (COLLIERVILLE TN)
TN
04/24/2012 - 06/16/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MEMPHIS TN)
TN
08/14/1996 - 04/16/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
02/21/1995 - 04/07/1995
CARTY & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 12/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/1/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/4/1993
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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