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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Schellenberg is a financial advisor with Sanctuary Advisors, LLC. William has over 29 years of experience in the financial services industry. William is a registered investment advisor in California and Texas. William also holds a Series 6, 7, 22, 24, 26, 31, 39, 63, and 65. William is also a registered representative of Sanctuary Securities, Inc., a broker-dealer based in Aliso Viejo, CA. William provides financial planning and investment management services to individuals, families, and businesses. William also has experience working with pension plans and charitable organizations.
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.
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2
CA
09/09/2022 - Present
Sanctuary Advisors, LLC (ALISO VIEJO CA)
CA
07/10/1997 - 09/12/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)
NA
07/26/1993 - 05/29/1997
COASTLINE FINANCIAL, INC.
IA
Issued 08/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/14/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/08/1993
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/09/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/23/1993
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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