Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilbur? Claim Your ProfileWilbur Lee Shertzer is a financial professional with over 30 years of experience. Wilbur is a Managing Partner at Stewardship Advisors, LLC. He is a Certified Financial Planner and a Chartered Financial Consultant. Wilbur has a diverse background with experience in various industries including finance, insurance, and real estate. He is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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
PA
11/06/2015 - Present
Stewardship Advisors, LLC (MOUNT JOY PA)
PA
12/16/2011 - 10/20/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (MOUNT JOY PA)
PA
06/05/1995 - 12/14/2011
PROEQUITIES, INC. (MOUNT JOY PA)
NY
09/26/1986 - 05/31/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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