Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stewart Christie is a financial advisor at Cetera Investment Advisers LLC, based in Overland Park, Kansas. William is a licensed investment advisor representative (IAR) in Kansas. William has been in the financial industry since 1998. Before joining Cetera Investment Advisers LLC, William worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Century Brokerage, Inc., and American Century Investment Services Inc. William also owns and operates Prosperity Associates, a business offering investment, insurance, and financial planning services. William is also a tennis instructor. William is a licensed investment advisor representative (IAR) in Kansas, Florida, and Missouri, and is registered with FINRA. William has passed the Series 6, 7, 31, 63, and 65 exams.
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
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
MO
03/05/2002 - 02/07/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)
MO
11/14/2000 - 01/30/2002
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
05/28/1998 - 11/21/2000
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 3/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/28/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 5/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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