Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hamilton Schoeffler is an investment advisor representative at Wells Fargo Clearing Services, LLC, with a wide range of experience. William has been in the industry since 1994, initially working with The Robinson-Humphrey Company, LLC, in Atlanta, GA. William is licensed in multiple states and holds several industry licenses, including Series 7, Series 63, and Series 65 licenses, along with the SIE exam. In addition to William's work with Wells Fargo Clearing Services, LLC, William also has an ownership interest in Silverleaf Capital, LLC.
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
GA
04/22/2003 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
NC
03/23/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
04/05/1994 - 02/05/1999
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 04/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1994
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
Not sure William Schoeffler is the right advisor for you? Invested Better is here to help.
