Unclaimed
William Robert Gevers has been in the financial industry since September 28, 1993. William is registered with Cetera Investment Advisers LLC and has been with them since June 2023. Prior to that, William worked at Cetera Advisor Networks LLC from January 2013 and WRG Realty from July 1992. William has a wide range of experience in the financial industry and is registered in 25 states. William is a licensed investment advisor representative and is also a registered representative in Washington.
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
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (ISSAQUAH WA)
IA
Issued 11/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Gevers is the right advisor for you? Invested Better is here to help.