Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lee Sanders is a financial advisor in BENTONVILLE, AR and has been in the industry since August 9, 2019. William Sanders is currently registered with Cetera Investment Advisers LLC and previously worked at FIRST ALLIED SECURITIES, INC. and EDWARD JONES. William Sanders has passed the SIE, Series 7TO and Series 66 exams and is registered to provide investment advice in Arkansas, Colorado and Indiana. William Sanders has specialized expertise in Financial Planning, Pension Consulting, and Portfolio Management for Individuals and Businesses. William Sanders holds a valid securities license in Arkansas and is a registered investment advisor.
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
AR
04/04/2022 - Present
Cetera Investment Advisers LLC (BENTONVILLE AR)
AR
04/04/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Bentonville AR)
AR
08/10/2019 - 04/05/2022
EDWARD JONES (Bentonville AR)
BOTH
Issued 08/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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