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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 Bradford Schellerup is a financial advisor with over 40 years of experience. William Schellerup is registered with Wells Fargo Clearing Services, LLC and has held previous roles with UBS Paine Webber Inc., Kidder, Peabody & Co. Incorporated, Dean Witter Reynolds Inc., Dean Witter & Co. Incorporated, Bache Halsey Stuart Shields Incorporated, and Bache Halsey Stuart Inc.. William Schellerup is licensed to provide investment advice in 19 states. William Schellerup specializes in providing investment advice to individuals, businesses, corporations, and charitable organizations. William Schellerup focuses on portfolio management, financial planning, and pension consulting.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
03/04/2014 - Present
Wells Fargo Clearing Services, LLC (CHESTERFIELD MO)
MO
05/31/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. PETERS MO)
NJ
01/28/1995 - 06/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/21/1982 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
02/24/1978 - 01/31/1982
DEAN WITTER REYNOLDS INC.
NA
11/29/1977 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
09/16/1977 - 01/28/1978
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
03/20/1975 - 02/27/1976
BACHE & CO., INCORPORATED
IA
Issued 04/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1977
PC - AMEX Put and Call Exam
BC
Issued 03/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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