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 registered with Cetera Investment Advisers LLC. William has been in the financial services industry since 1986. William has a strong background in financial planning, portfolio management and investment advisory services. William also works with clients on retirement planning and other financial needs. William has a wide range of experience in helping individual clients, families, businesses and organizations reach their financial goals. William is dedicated to providing clients with personalized advice and strategies to help them achieve their financial objectives.
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 02/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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