Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McKenzie Forrester is a financial advisor with over 30 years of experience in the industry. William is registered with Cetera Investment Advisers LLC and has held previous positions with SECurian Financial Services, Inc., MetLife Securities Inc., and New England Securities. William is a licensed agent in 27 states and holds multiple securities licenses, including Series 7, Series 6, Series 24, and the SIE exam. William has specialized experience in financial planning and portfolio management for individuals 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
FL
08/10/2023 - Present
Cetera Investment Advisers LLC (Jacksonville FL)
FL
02/03/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Jacksonville FL)
FL
05/02/2014 - 01/26/2015
METLIFE SECURITIES INC. (JACKSONVILLE FL)
FL
05/09/2014 - 01/02/2015
NEW ENGLAND SECURITIES (JACKSONVILLE FL)
FL
10/08/1998 - 05/05/2014
NEW ENGLAND SECURITIES (JACKSONVILLE FL)
VT
04/03/1986 - 10/15/1998
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 2/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/3/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 4/2/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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