William Schindler
CRD Number: 2297384Current Firm: United Planners' Financial Services Of America A Limited Partner
William Schindler (CRD# 2297384) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Trappe, PA and has over 31 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners Financial Services | Scottsdale, AZ | Mar 2024 - Current | < 1 |
William M. Schindler | Trappe, PA | Aug 2023 - Current | < 1 |
Purshe Kaplan Sterling Investments | Albany, NY | Aug 2022 - Mar 2024 | 1 |
Semus Wealth Partners, LLC | Malvern, PA | Mar 2022 - Mar 2024 | 2 |
Mml Investors Services | Bala Cynwyd, PA | Dec 2014 - Mar 2022 | 7 |
Mass Mutual | Bala Cynwyd, PA | Oct 2014 - Mar 2022 | 7 |
Lincoln Financial Advisors | Springhouse, PA | Sep 2012 - Nov 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1993 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
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