Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Schultz is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the financial services industry for over 23 years. He specializes in providing financial planning and investment advice to individuals, families, and businesses. William is a Certified Financial Planner® professional.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
10/29/2018 - Present
Wells Fargo Advisors Financial Network, LLC (COLLEGEVILLE PA)
PA
04/25/2003 - 10/19/2018
WELLS FARGO CLEARING SERVICES, LLC (COLLEGEVILLE PA)
NY
06/14/2000 - 05/02/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 09/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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