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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Terrill Schenck is a financial advisor with MWA Financial Services Inc. William Terrill Schenck is registered with both the state of Illinois and the state of Minnesota. William Terrill Schenck has been working in the financial industry since 2002. William Terrill Schenck also has a Series 24, Series 7, Series 6, Series 63 and Series 65. William Terrill Schenck is a registered representative of MWA Financial Services Inc. and offers financial advice and planning to individuals, corporations, and charitable organizations. William Terrill Schenck has experience in portfolio management, investment planning and financial planning. William Terrill Schenck is also an insurance agent for Principal Life and works with clients who need insurance services.
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.
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.
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2
IL
09/24/2018 - Present
MWA Financial Services Inc. (ROCK ISLAND IL)
IA
11/12/2003 - 06/08/2016
PRINCIPAL SECURITIES, INC. (DAVENPORT IA)
IL
05/31/2002 - 11/06/2003
MWA FINANCIAL SERVICES, INC. (ROCK ISLAND IL)
IA
Issued 02/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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