Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam G Schiffman is a financial advisor with over 30 years of experience in the industry. William has a broad range of experience with both retail and institutional clients. William is a Certified Public Accountant and has a Personal Financial Specialist designation. William currently holds a Series 66, Series 7 and SIE licenses. William is registered with Valmark Advisers, Inc. and W3 Wealth Advisors, LLC. He specializes in financial planning, portfolio management for individuals, businesses, and investment companies and provides pension consulting.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
03/27/2013 - Present
Valmark Advisers, Inc. (WORTHINGTON OH)
BOTH
Issued 06/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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