Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Schatz is a financial advisor currently registered with Lincoln Investment and Elliott Cove Capital Management. William has been active in the financial services industry since 1992 and holds Series 6, 7, 63 and 66 licenses, and the SIE exam. William is also a Certified Financial Planner. His advisory services include financial planning, portfolio management for individuals and businesses, and selection of other advisors. William is licensed to provide financial services in Alaska, Colorado, New York, Texas, and Washington. William's main office is located in Stanwood, WA.
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.
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.
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2
WA
01/02/2009 - Present
Lincoln Investment (STANWOOD WA)
WA
02/15/2005 - 12/31/2008
GREAT AMERICAN ADVISORS, INC. (RENTON WA)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
02/05/1992 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BOTH
Issued 05/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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