Unclaimed
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 with Cetera Investment Advisers LLC, located in Greer, South Carolina. William has over 28 years of experience in the financial services industry. William's previous experience includes roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, 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 holds Series 6, 7, 9, 10, 63, and 66 licenses. Cetera Investment Advisers LLC is an independent broker-dealer and investment advisor that provides a range of financial services to individuals and businesses.
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 12/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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