Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willis? Claim Your ProfileWillis Hetler is a financial advisor with over 20 years of experience in the industry. He is currently registered with Cetera Investment Advisers LLC, a firm with a broad range of investment advisory services and clients. Previously, Willis Hetler worked for various financial institutions, including Hancock Investment Services, Inc., NYLIFE Securities LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, American Express Financial Advisors Inc., and IDS Life Insurance Company. He has extensive experience in portfolio management for both individuals and businesses. Willis Hetler's commitment to personalized financial planning and advisory services has helped him build trust and long-lasting relationships with clients.
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
LA
05/29/2017 - Present
Cetera Investment Advisers LLC (COVINGTON LA)
MS
01/09/2013 - 04/03/2013
HANCOCK INVESTMENT SERVICES, INC. (BAY ST LOUIS MS)
LA
10/06/2009 - 01/15/2013
NYLIFE SECURITIES LLC (MANDEVILLE LA)
LA
02/13/2006 - 12/20/2007
CHASE INVESTMENT SERVICES CORP. (MANDEVILLE LA)
IL
07/06/2005 - 10/20/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
02/12/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
06/24/2002 - 10/31/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/24/2002 - 10/31/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 5/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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