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 Truist Advisory Services, Inc. with over 10 years of experience in the financial services industry. William is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 6, 7, 10, 24, 63 and 65 licenses. William is registered in Delaware, Florida, Maryland, New Jersey, Pennsylvania, Virginia and West Virginia. Before joining Truist Advisory Services, Inc. William worked for Wells Fargo Clearing Services, LLC, TD Ameritrade, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William specializes in portfolio management for individuals and businesses, financial planning, selection of other advisers and wrap fee products and financial profiling services using desktop software.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
PA
04/20/2021 - Present
Truist Advisory Services, Inc. (NEWTOWN PA)
PA
01/16/2018 - 04/19/2021
WELLS FARGO CLEARING SERVICES, LLC (JENKINTOWN PA)
NE
07/21/2016 - 01/11/2018
TD AMERITRADE, INC. (OMAHA NE)
NC
03/30/2011 - 06/28/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
PA
07/16/2010 - 02/24/2011
ING FINANCIAL PARTNERS, INC. (PHILADELPHIA PA)
IA
Issued 09/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2021
Series 24 - General Securities Principal Examination
BC
Issued 12/02/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/24/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Schultz is the right advisor for you? Invested Better is here to help.
