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William H

ChFC®, Series 63, Series 65

Lafayette Hill, PA

Cetera

William Hoskins is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Cetera Wealth Services, Summit Financial Group Inc, and Summit Brokerage Services Inc. He is based in Lafayette Hill, PA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment and financial planning services through a large network of independent advisors and provides access to multiple portfolio management options across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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