Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Schretter is a financial advisor with over 20 years of experience in the financial services industry. William is currently registered with Allworth Financial, LP in Ohio, where William has been with the firm since May of 2022. William has also previously worked for Raymond James Financial Services, Inc. in Dayton, OH; Capital Analysts, Incorporated in Cincinnati, OH; Northwestern Mutual Investment Services, LLC in Dayton, OH; Royal Alliance Associates, Inc. in Scottsdale, AZ; Prime Capital Services, Inc. in Poughkeepsie, NY; and Fidelity Brokerage Services LLC in Smithfield, RI. William holds several industry designations including Certified Financial Planner and Chartered Financial Consultant. William is also a licensed insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/19/2022 - Present
Allworth Financial, LP (FOLSOM CA)
OH
06/01/2012 - 12/08/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (DAYTON OH)
OH
09/14/2007 - 05/31/2012
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
OH
12/12/2003 - 08/31/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DAYTON OH)
AZ
12/02/2002 - 07/01/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
05/28/2002 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
RI
05/25/2000 - 06/05/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 06/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/08/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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