Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henry Scherrer is a financial advisor who has been in the industry since 1989. William currently works for Ausdal Financial Partners, Inc., where he has been registered since 2009. Prior to that, William worked at Tower Square Securities, Inc., LifeMark Securities Corp., Pruco Securities Corporation and The Prudential Insurance Company of America. William holds a Series 6 license as well as the SIE exam and has a Series 63 license in Wisconsin, Illinois, North Carolina and Texas.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
WI
10/13/2009 - Present
Ausdal Financial Partners, Inc. (BURLINGTON WI)
WI
03/20/2002 - 10/07/2009
TOWER SQUARE SECURITIES, INC. (BURLINGTON WI)
NY
10/24/1996 - 03/08/2002
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
NJ
10/30/1989 - 09/18/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/30/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 09/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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