Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lavanne is a financial advisor with Cetera Investment Advisers LLC. William has been a registered representative since July 1986, and has a wealth of experience in the financial services industry. William has held several positions in various firms, including PNMR Securities, Inc., SAFECO Securities, Inc., and NEL Equity Services Corporation. William is also a Certified Financial Planner and holds several licenses, including the Series 6, 7, 26, 63, and 65. William offers a variety of services to individuals, families, and businesses, including financial planning, investment management, and insurance.
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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (LAKE ZURICH IL)
MA
07/22/1995 - 07/17/1998
PNMR SECURITIES, INC. (BOSTON MA)
MA
09/01/1987 - 03/30/1995
PNMR SECURITIES, INC. (BOSTON MA)
NA
07/02/1986 - 09/30/1987
SAFECO SECURITIES, INC.
NA
02/18/1982 - 08/11/1982
NEL EQUITY SERVICES CORPORATION
IA
Issued 2/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/6/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/6/1999
Series 7 - General Securities Representative Examination
BC
Issued 7/1/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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