Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Williams is a financial advisor with Ameritas Advisory Services, LLC. Shaun is registered with the Securities and Exchange Commission and the state of Wisconsin. Shaun has been in the financial services industry since May 7, 2000, and specializes in providing financial planning, portfolio management, and insurance services to individual and corporate clients. Shaun Williams is a dedicated professional committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor fees
1
2
WI
11/01/2021 - Present
Ameritas Advisory Services, LLC (Eagle WI)
WI
05/08/2000 - 06/30/2006
CARILLON INVESTMENTS, INC. (MUKWONAGO WI)
BC
Issued 06/02/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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