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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 Kent Elliott is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered with Cetera Investment Advisers LLC in Maitland, Florida. William has held previous roles at Securian Financial Services, Inc., Signator Investors, Inc., Equity Services, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. William is licensed in 11 states and holds the Series 6, 7, 24, 26, 63, and 65 licenses. William has been a registered Investment Advisor Representative since 2017. Cetera Investment Advisers LLC is a fee-based firm and provides advisory services for individuals, businesses, and institutions.
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
07/03/2023 - Present
Cetera Investment Advisers LLC (MAITLAND FL)
FL
10/21/2008 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Maitland FL)
FL
01/23/2003 - 10/16/2008
SIGNATOR INVESTORS, INC. (MAITLAND FL)
VT
11/22/1999 - 12/31/2002
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
07/09/1993 - 11/18/1999
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/09/1993 - 11/18/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 8/7/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/7/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/30/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/6/1999
Series 7 - General Securities Representative Examination
BC
Issued 7/7/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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