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 registered with Cetera Investment Advisers LLC. William has been in the financial services industry since 1989 and holds a Series 6, Series 63 and SIE license. In addition to working with Cetera Investment Advisers LLC, William has also worked with Tower Square Securities, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. William provides financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. William has a diverse clientele, including individuals, corporations, charitable organizations, pension plans, and government entities.
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 03/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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