Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Belcher is a financial advisor with Cetera Investment Advisers LLC. William has been in the industry since 1986. William is registered with the Financial Industry Regulatory Authority (FINRA) and is also a registered investment advisor (IA). William holds the Series 6, 7, 24, 63 and 65 licenses. William is also a licensed insurance agent. William has previous experience with INVEST FINANCIAL CORPORATION, AMERITAS INVESTMENT CORP., USA FINANCIAL SECURITIES CORPORATION, TRANSAMERICA FINANCIAL ADVISORS, INC., WMA SECURITIES, INC., 1717 CAPITAL MANAGEMENT COMPANY, WALNUT STREET SECURITIES, INC., EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.
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
GA
12/17/2024 - Present
Cetera Investment Advisers LLC (SUWANEE GA)
GA
04/06/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (BUFORD GA)
GA
03/02/2009 - 07/12/2010
AMERITAS INVESTMENT CORP. (SUWANEE GA)
GA
08/23/2007 - 03/02/2009
USA FINANCIAL SECURITIES CORPORATION (DULUTH GA)
GA
10/14/1997 - 08/24/2007
TRANSAMERICA FINANCIAL ADVISORS, INC. (DULUTH GA)
GA
05/15/1996 - 10/15/1997
WMA SECURITIES, INC. (DULUTH GA)
DE
10/26/1995 - 05/02/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CA
06/27/1994 - 12/02/1995
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
10/30/1985 - 05/31/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/30/1985 - 05/31/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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