Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Rupnick is a financial advisor with Cetera Investment Advisers LLC. William has been in the industry since 1985 and is registered with the state of Wisconsin as an Investment Advisor Representative. William is a Chartered Financial Consultant. In addition to Cetera Investment Advisers LLC, William has also been affiliated with Voya Financial Advisors, Inc., Locust Street Securities, Inc., BMA Financial Services, Inc., Harbour Investments, Inc., and Secura Investments, Inc.
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
WI
06/29/2023 - Present
Cetera Investment Advisers LLC (OSHKOSH WI)
WI
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (OSHKOSH WI)
IA
01/01/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
08/16/2000 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
WI
07/02/1997 - 08/17/2000
HARBOUR INVESTMENTS, INC. (MADISON WI)
WI
02/01/1990 - 05/30/1997
SECURA INVESTMENTS, INC. (APPLETON WI)
MA
05/13/1985 - 02/28/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 6/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/28/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 8/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/1/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 5/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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