Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Schweitzer is a financial advisor with Osaic Wealth, Inc. William is licensed in several states including Texas, Wisconsin, Arizona, Colorado, Florida, Hawaii, Illinois, Michigan, North Carolina, Ohio, and has been in the industry for over 35 years. William's experience with Woodbury Financial Services, Inc. and Penn Mutual Equity Services, Inc. demonstrates his commitment to helping clients achieve their financial goals. William Schweitzer is dedicated to providing personalized financial advice and services to individuals, families, and businesses.
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.
1
2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (BROOKFIELD WI)
WI
06/24/1992 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BROOKFIELD WI)
PA
02/24/1992 - 07/07/1992
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
NA
09/19/1986 - 01/31/1992
MONARCH SECURITIES, INC.
BOTH
Issued 08/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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