Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Schindler is a financial advisor with over 30 years of experience in the industry. William has held a variety of positions at several firms, including MML Investors Services, LLC, Lincoln Financial Advisors Corporation, and Woodbury Financial Services, Inc. William currently works as a Financial Advisor at United Planners' Financial Services of America A Limited Partner. William is a registered representative with FINRA and is licensed in several states. William is also a licensed insurance agent. William specializes in financial planning, portfolio management for individuals, and selection of other advisors.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
03/06/2024 - Present
United Planners' Financial Services OF America A Limited Partner (TRAPPE PA)
PA
08/12/2022 - 03/07/2024
PURSHE KAPLAN STERLING INVESTMENTS (Malvern PA)
PA
12/02/2014 - 03/15/2022
MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)
PA
09/19/2012 - 11/19/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (SPRINGHOUSE PA)
NY
07/25/2012 - 08/28/2012
NYLIFE SECURITIES LLC (NEW YORK NY)
PA
04/19/2010 - 07/19/2012
WOODBURY FINANCIAL SERVICES, INC. (COLLEGEVILLE PA)
PA
03/22/2002 - 05/07/2010
HORNOR, TOWNSEND & KENT, INC. (COLLEGEVILLE PA)
MD
06/08/2000 - 03/13/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MN
04/26/1993 - 06/08/2000
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 01/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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