Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Williams is a financial advisor with W&S Brokerage Services, Inc. Shawn has over 13 years of experience in the financial services industry. Shawn holds the Series 7, Series 63, and Series 66 securities licenses. Shawn is registered to provide investment advice in Georgia, North Carolina, Texas, and West Virginia. Shawn specializes in financial planning and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NC
09/13/2023 - Present
W&S Brokerage Services, Inc. (Cary NC)
NC
05/19/2016 - 08/28/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARY NC)
NC
03/31/2015 - 02/24/2016
LPL FINANCIAL LLC (DURHAM NC)
NC
03/17/2009 - 08/10/2012
HORNOR, TOWNSEND & KENT, INC. (DURHAM NC)
TX
12/14/2006 - 03/03/2009
EDWARD JONES (HOUSTON TX)
BC
Issued 01/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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