Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Earl Shank is a financial advisor with Symphony Financial, Ltd. Co. William has been in the financial industry since February 15, 1994. William is registered with the state of Texas as a Registered Investment Advisor. He is also registered with FINRA and is a Series 7, Series 63, and SIE licensed advisor. William provides investment advisory services through Symphony Financial, Ltd. Co., an independent investment advisor firm. William specializes in working with high net worth individuals, corporations or other businesses, and individuals other than high-net-worth clients. William is also involved in real estate rentals.
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.
Multi family office services
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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TX
07/15/2014 - Present
Symphony Financial, Ltd. Co. (KINGWOOD TX)
TX
03/31/2003 - 11/14/2006
A. G. EDWARDS & SONS, INC. (SPRING TX)
MO
02/16/1994 - 04/01/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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