Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Martin Koier is a financial advisor with Cetera Advisor Networks LLC. William has over 30 years of experience in the financial services industry. William holds the Series 6, 63, and 65 licenses. William is registered with the state of California and Nevada. William previously worked with Royal Alliance Associates, Inc., 1717 Capital Management Company, New England Securities, MetLife Securities Inc. and Metropolitan Life Insurance Company.
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.
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.
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2
CA
02/07/2002 - Present
Cetera Advisor Networks LLC (TORRANCE CA)
AZ
01/18/2001 - 02/04/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
DE
02/05/2001 - 12/04/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
01/04/2001 - 05/18/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
03/02/1992 - 01/16/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/02/1992 - 01/16/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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