Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Schumann is a financial advisor with over 35 years of experience in the industry. He is currently registered with Cetera Investment Advisers LLC and has branch office locations in Wheaton, Illinois, and Cape Coral, Florida. William has a wide range of experience in financial planning, portfolio management, and pension consulting. He is a Certified Financial Planner™ professional and holds the Series 7 and Series 63 licenses. William is committed to providing his clients with personalized financial advice and guidance to help them 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.
1
2
IL
12/16/2023 - Present
Cetera Investment Advisers LLC (WHEATON IL)
IL
09/02/2009 - 12/19/2023
GROVE POINT INVESTMENTS, LLC (WHEATON IL)
IL
10/28/2002 - 09/02/2009
WATERSTONE FINANCIAL GROUP, INC. (WHEATON IL)
IL
01/03/1989 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NA
05/20/1987 - 01/11/1989
FSC SECURITIES CORPORATION
NA
01/07/1987 - 08/04/1987
GARY-WHEATON STOCK BROKERAGE, INC.
BC
Issued 01/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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