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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wilde is an investment advisor representative with Cetera Investment Advisers LLC. William has been in the financial services industry since August 11, 1992. William has a Series 6, 7, 63, 65, and 66 licenses and holds active registrations in Arizona, Texas and 19 other states. William specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations.
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
AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (TEMPE AZ)
AZ
04/15/2003 - 05/01/2007
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
NY
08/24/2001 - 04/29/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
CT
09/24/1992 - 08/28/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
08/05/1992 - 09/16/1992
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 10/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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