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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 Krebs is an investment advisor representative with Cetera Investment Advisers LLC. William has been in the industry since 1994 and has experience with a wide range of investment products and services. William is licensed to provide financial advice in several states and holds the Series 6, 7, 63 and 65 licenses. William is also registered with the Securities and Exchange Commission (SEC). William has held previous positions at several other firms including Pension Planners Securities, Inc., PlanMember Securities Corporation, Washington Square Securities, Inc., Jefferson Pilot Securities Corporation, Jefferson-Pilot Investor Services, Inc., Intervest International Equities Corporation, and Programmed Equities Corporation.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SANTA BARBARA CA)
CA
11/04/2002 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SANTA BARBARA CA)
CA
07/10/2001 - 11/22/2002
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
CT
12/03/1999 - 07/25/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IN
10/01/1997 - 11/05/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
03/29/1996 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
CO
05/23/1994 - 03/05/1996
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
NA
03/28/1994 - 05/23/1994
PROGRAMMED EQUITIES CORPORATION
IA
Issued 6/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 3/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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