Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam R. Constantine is an investment advisor representative currently registered with Cetera Investment Advisers LLC. William has been in the securities industry for 16 years. William has been registered with Cetera Investment Advisers LLC since January 5, 2017. William is licensed in the state of Pennsylvania. In the past William has been employed by LPL Financial LLC, CCO Investment Services Corp., Essex National Securities, Inc., UVEST Financial Services Group, Inc., and Natcity Investments, Inc.. William has passed the Series 6, 7, 63, and 66 exams. William also has experience in fixed life insurance sales.
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
PA
01/05/2017 - Present
Cetera Investment Advisers LLC (PITTSBURGH PA)
PA
11/28/2012 - 02/13/2014
LPL FINANCIAL LLC (MONROEVILLE PA)
PA
09/15/2010 - 11/27/2012
CCO INVESTMENT SERVICES CORP. (FINLEYVILLE PA)
PA
05/28/2010 - 08/31/2010
ESSEX NATIONAL SECURITIES, INC. (WEST MIFFLIN PA)
PA
02/06/2009 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (WEST MIFFLIN PA)
PA
03/26/2007 - 02/02/2009
NATCITY INVESTMENTS, INC. (WEST MIFFLIN PA)
BOTH
Issued 12/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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