Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lindley Hoskins 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 Pennsylvania and Texas. William has previously worked at firms such as SUMMIT BROKERAGE SERVICES, INC., WACHOVIA SECURITIES FINANCIAL NETWORK, LLC, LEGG MASON WOOD WALKER, INCORPORATED, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. William holds Series 6, 7, 24, 63 and 65 licenses, and is a Certified Financial Planner and a Chartered Financial Consultant. William specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (LAFAYETTE HILL PA)
PA
10/20/2003 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (JENKINTOWN PA)
MO
03/01/1995 - 10/21/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MD
11/25/1992 - 08/10/1994
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
04/29/1991 - 10/22/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/29/1991 - 10/22/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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