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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 Wayne Miller is a registered investment advisor representative with Cetera Investment Advisers LLC. William Miller has been in the securities industry since December 4, 2017 and has held registrations in Missouri. William Miller is also a licensed CPA and works with the firm Miller & Associates CPAs and Advisors, LLC. William Miller is a member of the investment club Cart Path Only LLC. William Wayne Miller can provide financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. William Miller is based out of the Springfield, MO office of Cetera Investment Advisers LLC.
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
MO
11/13/2018 - Present
Cetera Investment Advisers LLC (SPRINGFIELD MO)
IA
Issued 10/4/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/5/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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