Unclaimed
William Benson is a financial professional with experience in the financial services industry. William is registered as a financial advisor with Cetera Investment Advisers LLC. William Benson holds Series 7TO, Series 66 and SIE licenses. He provides financial advice to individuals and businesses. His areas of expertise include financial planning, portfolio management, and fixed insurance. He is registered in multiple states including Alabama, Arkansas, California, Colorado, Illinois, Kansas, Mississippi, Missouri, Montana, New Mexico, North Dakota, Oklahoma, South Carolina, Texas, Utah, and 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
OK
01/03/2025 - Present
Cetera Investment Advisers LLC (DUNCAN OK)
BOTH
Issued 08/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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