Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Zerkle is a financial advisor with Cetera Investment Advisers LLC, based in Dublin, Ohio. William has been in the financial services industry since 2003, offering financial planning, pension consulting, and educational seminars. William also manages portfolios for individuals and businesses. Prior to joining Cetera Investment Advisers LLC, William worked at Legacy Financial Services, Inc. and MetLife Securities Inc. William is registered with the state of Ohio as an Investment Advisor Representative.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (DUBLIN OH)
OH
03/11/2003 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (COLUMBUS OH)
MA
10/13/2000 - 11/14/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/13/2000 - 11/14/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 5/3/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/8/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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