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 an investment advisor representative at Cetera Investment Advisers LLC. William has been in the financial services industry for over 20 years. William specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. William has a Series 6, Series 63, and SIE license. William also holds a fixed insurance agent license. William is currently registered with the state of Ohio. William is also a member of Cetera Financial Group.
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 05/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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