Unclaimed
William Schiefer is a financial advisor who has been in the industry since 2018. William holds Series 6, 7, 63, and SIE licenses. William is currently registered with Empower Financial Services, Inc. and is licensed to sell securities in all 50 states. Prior to joining Empower Financial Services, Inc., William worked at Paychex Securities Corporation, J.P. Morgan Securities LLC, and LPL Financial LLC. William's main office is located in Andover, MA.
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.
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.
1
2
MA
09/13/2023 - Present
Empower Financial Services, Inc. (ANDOVER MA)
NY
02/03/2020 - 02/09/2023
PAYCHEX SECURITIES CORPORATION (WEST HENRIETTA NY)
NY
07/26/2018 - 01/16/2019
J.P. MORGAN SECURITIES LLC (FAIRPORT NY)
NY
02/28/2017 - 07/19/2018
LPL FINANCIAL LLC (ROCHESTER NY)
BC
Issued 03/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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