Unclaimed
William Harrison Schiller is a financial professional with a focus on providing investment advice to clients. William holds the Series 7TO, Series 63, and SIE licenses. William is registered with Sanford C. Bernstein & Co., LLC and is currently based in NEW YORK, NY. William has been in the financial industry for 2 years.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d, miscellaneous
1
2
NY
10/25/2023 - Present
Sanford C. Bernstein & CO., LLC (NEW YORK NY)
BC
Issued 11/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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