Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Schultheis is an investment advisor representative with Edelman Financial Engines. William has been in the financial services industry for over 30 years. William holds a Series 7, Series 63, Series 24, Series 53, and Series 3 license. William has a passion for helping individuals achieve their financial goals. William's previous roles have included working at Interpacific Investors Services, Inc., Smith Barney Inc., Smith Barney Shearson Inc., and Paine, Webber, Jackson & Curtis Inc. William is dedicated to providing his clients with personalized financial advice and guidance.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
WA
04/26/2024 - Present
Edelman Financial Engines (KIRKLAND WA)
WA
01/26/1999 - 06/05/2000
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
NY
12/15/1994 - 10/17/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
11/11/1983 - 03/07/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NA
06/22/1983 - 11/17/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/17/1990
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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