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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Purcell is an investment advisor representative at Cetera Investment Advisers LLC. William has been in the securities industry since November 13, 1995. William's firm is registered with the Securities and Exchange Commission. The firm's main office is located in Schaumburg, Illinois. Cetera Investment Advisers LLC provides investment advisory services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. William has passed the Series 6, 7, 9, 10, 63, and 66 exams. William's experience in the financial industry includes work at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., NFP Securities, Inc., SunTrust Investment Services, Inc., Directed Services LLC, Sage Distributors, Inc., SunAmerica Capital Services, Inc., NYLIFE Distributors Inc., NYLIFE Securities Inc., and Federated Securities Corp. William's current employer Cetera Investment Advisers LLC provides financial planning, portfolio management, and selection of other advisors. William is registered with the state of South Carolina to provide investment advice and securities services.
GREER, SC
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
SC
03/19/2024 - Present
Cetera Investment Advisers LLC (GREER SC)
SC
08/03/2012 - 03/18/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE SC)
SC
01/06/2011 - 12/06/2011
NFP SECURITIES, INC. (GREER SC)
SC
08/25/2009 - 12/02/2010
SUNTRUST INVESTMENT SERVICES, INC. (GREENVILLE SC)
PA
02/04/2003 - 04/30/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
CT
07/11/2001 - 01/28/2003
SAGE DISTRIBUTORS, INC. (STAMFORD CT)
NJ
03/17/2000 - 06/25/2001
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NJ
02/24/1999 - 02/23/2000
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
NY
02/24/1999 - 12/23/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
PA
05/11/1994 - 10/27/1998
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 12/2/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/9/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/2009
Series 7 - General Securities Representative Examination
BC
Issued 4/6/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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