Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sellenriek is a financial advisor with UBS Financial Services Inc. William has been in the financial services industry since 2022. William has a Series 63, Series 65, Series 7 and SIE licenses. William has experience at MORGAN STANLEY, SECURIAN FINANCIAL SERVICES, INC. and Renaissance Financial Group. William is registered to provide financial advice in 36 states, including Missouri, Texas and California. William has a broad range of experience, including portfolio management for businesses, portfolio management for individuals, financial planning, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
11/30/2023 - Present
UBS Financial Services Inc. (CHESTERFIELD MO)
MO
05/02/2023 - 12/15/2023
MORGAN STANLEY (Chesterfield MO)
MO
07/20/2022 - 01/24/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
IA
Issued 11/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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