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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Patrick O’Malley, Jr. is an investment advisor representative with Cetera Investment Advisers LLC. William O’Malley, Jr. has been in the financial services industry since 1976. William O’Malley, Jr. is registered with the state of Illinois, and has previously been registered with various firms. He has passed several securities industry exams, including the Series 7, Series 63, and Series 65 exams. William O’Malley, Jr. provides financial planning and portfolio management services to a wide range of clients, including individuals, businesses, and charitable organizations.
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 (WILLOWBROOK IL)
MA
03/05/1991 - 12/10/1992
LONG GROVE TRADING CO. (BOSTON MA)
NY
03/03/1981 - 03/04/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/31/1980 - 03/13/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
06/01/1976 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 7/9/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/4/1981
PC - AMEX Put and Call Exam
BC
Issued 5/15/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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