Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kessel is a registered investment advisor representative with Cetera Investment Advisers LLC and Sageview Advisory Group, LLC. William has been in the industry since June 4, 2016. William has a Series 7 and Series 66 license. Cetera Investment Advisers LLC is a financial services firm that provides investment advisory services to individuals, corporations, and other entities. Sageview Advisory Group, LLC is an independent investment advisory firm that provides financial planning and investment management services to individuals and families.
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
MI
09/20/2021 - Present
Cetera Investment Advisers LLC (BLOOMFIELD HILLS MI)
MI
06/25/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BLOOMFIELD HILLS MI)
MI
05/19/2016 - 06/07/2018
CIG SECURITIES (SOUTHFIELD MI)
BOTH
Issued 10/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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