Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McShane is an investment advisor representative with Steward Partners Investment Advisory, LLC. William has been in the financial services industry since 1983, holding licenses to operate in 14 states. Prior to joining Steward Partners, William was a financial advisor at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. William's experience and expertise make him a valuable resource for clients looking for investment advice. Steward Partners Investment Advisory, LLC offers a variety of financial services, including financial planning, portfolio management, and selection of other advisors. The firm has over 21,000 clients and manages over $20 Billion in assets.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
OR
05/02/2023 - Present
Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)
OR
06/01/2009 - 06/22/2009
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
08/19/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
NY
03/22/1983 - 08/23/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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