Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bays is a financial advisor with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. William has been in the financial services industry since 1997. William has a wide range of experience and expertise in financial planning, portfolio management, and pension consulting. William is committed to providing personalized financial advice and guidance to help individuals and families achieve their financial goals.
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
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
04/17/2009 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
08/16/2004 - 11/10/2006
MULTI-FINANCIAL SECURITIES CORPORATION (RICHMOND VA)
IL
08/27/2002 - 02/03/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MO
10/01/2000 - 06/19/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
01/01/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
05/12/1994 - 01/01/1998
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
BOTH
Issued 04/27/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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