Unclaimed
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 financial advisor registered with Cetera Investment Advisers LLC. William has been in the industry since December 4, 2017. William has passed the Series 63, Series 65, Series 7, and SIE exams. Cetera Investment Advisers LLC is a firm registered with the SEC and has been in business since 2008. The firm provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. William is based in Springfield, Missouri, and has been working with clients in the area for several years.
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
MO
11/13/2018 - Present
Cetera Investment Advisers LLC (SPRINGFIELD MO)
IA
Issued 10/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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