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 in Charlottesville, VA with over 25 years of experience in the financial services industry. William currently works with Cetera Investment Advisers LLC and specializes in financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. William has held past positions at Securian Financial Services, Inc., Multi-Financial Securities Corporation, State Farm VP Management Corp., Wachovia Securities, Inc., First Union Brokerage Services, Inc., and Signet Financial Services, Inc.
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
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (CHARLOTTESVILLE 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 4/27/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 5/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Bays is the right advisor for you? Invested Better is here to help.
