Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stuart Lam is a financial professional with over 25 years of experience in the industry. William has worked at Cetera Investment Advisers LLC in Canton, GA since 2003. Previously, William worked at CAPITAL BROKERAGE CORPORATION in GLEN ALLEN, VA. William's areas of specialization include financial planning, pension consulting, educational seminars, and selection of other advisors. William's services are available to a variety of clients including corporations, individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. William holds the Series 6, 7, 63, and 65 licenses as well as the SIE.
CANTON, GA
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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GA
09/05/2003 - Present
Cetera Investment Advisers LLC (CANTON GA)
VA
06/19/1998 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 6/3/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 6/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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