Unclaimed
William Francis Schaeneman is a financial advisor who has been in the industry since August 1999. William is currently registered with Wells Fargo Clearing Services, LLC. Prior to his current role, William was employed by Morgan Stanley from July 2012 to June 2018, and Merrill Lynch, Pierce, Fenner & Smith Incorporated from August 1999 to July 2012. William holds the Series 66, Series 7 and SIE licenses. William specializes in providing financial advice and investment management services to high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NH
08/04/2022 - Present
Wells Fargo Clearing Services, LLC (PORTSMOUTH NH)
CT
07/30/2012 - 06/04/2018
MORGAN STANLEY (HARTFORD CT)
CT
08/14/1999 - 07/31/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
BOTH
Issued 08/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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