Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Peter Wagner is a financial advisor with over 30 years of experience. William is registered with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. William has been active in the financial industry since February 1989. In addition to his role as a financial advisor, William is also an independent insurance agent, selling disability, fixed annuities, and long-term care. Prior to joining Cetera, William was associated with Tower Square Securities, Inc., and Signator Investors, Inc.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (WEST SENECA NY)
NY
02/02/2001 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (WEST SENECA NY)
MA
02/06/1989 - 01/26/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/06/1989 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 3/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/3/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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