Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Evans Shafroth is a financial advisor currently registered with Avior Wealth Management, LLC in Omaha, NE. William is also licensed in Nebraska. William has been a registered representative since 2014. Prior to joining Avior Wealth Management, LLC, William was employed by Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William holds the Series 7 and 66 licenses as well as the SIE exam. William is a Certified Financial Planner. William has experience working with individuals, high net worth individuals, corporations or other businesses, pension and profit sharing plans, charitable organizations, and banking or thrift institutions. William has a special focus on portfolio management, financial planning and investment 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment 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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NE
10/31/2018 - Present
Avior Wealth Management, LLC (OMAHA NE)
NE
07/14/2016 - 09/11/2018
FIDELITY BROKERAGE SERVICES LLC (OMAHA NE)
CO
10/10/2014 - 05/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
BOTH
Issued 11/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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