Unclaimed
William J Schneider is a financial advisor with Empower Advisory Group, LLC. William J Schneider has been in the industry since December 14, 2013 and is currently registered with Empower Advisory Group, LLC as a Registered Representative, Investment Advisor Representative in Florida. Previously, William J Schneider was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Florida. William J Schneider is registered with the following states for Broker-Dealer: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming. William J Schneider is registered with the following states for Investment Advisor: Florida. William J Schneider also holds the following licenses: Series 7, Series 57, SIE, Series 63, Series 66. William J Schneider has specializations in financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
03/24/2022 - Present
Empower Advisory Group, LLC (Jacksonville FL)
FL
12/13/2013 - 03/15/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 04/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 57 - Securities Trader Exam
BC
Issued 12/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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