Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Eric Bishoff is a financial advisor with Cambridge Investment Research Advisors, Inc. William has been in the financial services industry since 1996. William is a Certified Financial Planner and is registered to provide investment advice in 40 states and is also a registered representative of Cambridge Investment Research, Inc. in California, Ohio and Texas. William's experience includes working with individuals, families, and businesses to develop comprehensive financial plans and investment strategies. William is also a registered principal with Series 24 and holds licenses for Series 6, 7, 31 and SIE. William is also active in the community and is involved with a number of charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
11/17/2015 - Present
Cambridge Investment Research Advisors, Inc. (Gahanna OH)
OH
06/03/2013 - 11/18/2015
PROSPERA FINANCIAL SERVICES, INC. (WORTHINGTON OH)
OH
06/09/2000 - 06/20/2013
LPL FINANCIAL LLC (WORTHINGTON OH)
MO
09/04/1997 - 06/27/2000
EDWARD JONES (ST. LOUIS MO)
OH
07/01/1996 - 06/30/1997
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Bishoff is the right advisor for you? Invested Better is here to help.
