William Scheese (CRD# 7284459) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mount Pleasant, MI and has over 2 years of experience in the finance industry.
CRD# 6270148
Independent Advisor Alliance, LLC
CRD# 2549311
Edward Jones
CRD# 6136605
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors | Mt. Pleasant, MI | Feb 2022 - Current | 2 |
| Raymond James Financial Services Inc. | Mt Pleasant, MI | Jan 2020 - Current | 4 |
| Isabella Wealth | Mt. Pleasant, MI | Jul 2018 - Current | 5 |
| Isabella Bank | Mt Pleasant, MI | Feb 2017 - Current | 7 |
| Unemployed | Mt Pleasant, MI | Aug 2016 - Feb 2017 | < 1 |
| Goodwill Industries | Mt Pleasant, MI | Nov 2012 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- MI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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