Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Francis Schaeneman is a registered representative with Key Investment Services LLC. William has been in the industry since 2018, holding prior positions with WELLS FARGO CLEARING SERVICES, LLC and Morgan Stanley. William holds Series 66, 7, 7TO, and SIE licenses. William's primary office is in BROOKLYN, OH. Key Investment Services LLC specializes in providing financial planning and portfolio management services to individuals, corporations, high net worth individuals, and other investment advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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OH
04/26/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
CT
08/29/2018 - 08/07/2020
WELLS FARGO CLEARING SERVICES, LLC (WEST HARTFORD CT)
BOTH
Issued 04/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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