William SchiffmanCRD Number: 1960366
Current Firm: Valmark Advisers, Inc.
William Schiffman (CRD# 1960366) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Worthington, OH and has over 16 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Valmark Advisers, Inc.||Beachwood, OH||Oct 2000 - Current||17|
|Valmark Securities, Inc.||Beachwood, OH||Aug 1999 - Current||18|
|Schiffman, Grow & Company||Columbus, OH||Sep 1985 - Current||32|
|Sc Financial Services, LLC||Columbus, OH||Sep 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2001|
Total Assets Under Management5,192MILLIONS
Total Number of Accounts8,718ACCOUNTS
Average Account Value$595,509
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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