Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Patrick Omalley is a financial advisor with Cetera Investment Advisers LLC. William Patrick Omalley has been in the financial services industry since 1976. William Patrick Omalley specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Cetera Investment Advisers LLC is a financial services firm with approximately $104 billion in assets under management and serves a wide range of clients, including individuals, families, businesses, and institutions.
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 (CRYSTAL LAKE 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 07/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1981
PC - AMEX Put and Call Exam
BC
Issued 05/15/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Omalley is the right advisor for you? Invested Better is here to help.
