Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam S Waller is a financial advisor with over 12 years of experience in the financial services industry. William is currently registered with Cetera Investment Advisers LLC in Georgia and Texas. William has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Previously, William has held positions at Wells Fargo Clearing Services, LLC, Synovus Securities, Inc. and Edward Jones.
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
GA
02/08/2023 - Present
Cetera Investment Advisers LLC (PEACHTREE CITY GA)
GA
12/14/2018 - 09/20/2021
WELLS FARGO CLEARING SERVICES, LLC (GRIFFIN GA)
GA
09/11/2013 - 12/18/2018
SYNOVUS SECURITIES, INC. (NEWNAN GA)
GA
06/28/2010 - 09/10/2013
EDWARD JONES (NEWNAN GA)
BOTH
Issued 7/9/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Waller is the right advisor for you? Invested Better is here to help.
