Unclaimed
Patrick Shane Williams is a financial professional with over 12 years of experience in the industry. Patrick is currently registered with State Farm VP Management Corp. and holds the Series 6, Series 63, and Series 6TO licenses, as well as the SIE exam. Patrick has experience working at MWA Financial Services Inc. in Cape Girardeau, Missouri. Patrick is registered in Missouri.
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.
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.
1
2
MO
11/06/2023 - Present
State Farm VP Management Corp. (SPRINGFIELD MO)
MO
06/29/2011 - 08/14/2013
MWA FINANCIAL SERVICES INC. (CAPE GIRARDEAU MO)
BC
Issued 11/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/25/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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