Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henry Shelor is a financial advisor with over 50 years of experience in the industry. William is currently registered with Trustmont Financial Group, Inc. in Pennsylvania. Prior to his current role, William held positions with Securities America, Inc. and Investors Security Company, Inc. William holds the Series 7TO, SIE and Series 1 licenses. He is also registered in North Carolina and Virginia.
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.
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.
1
2
PA
11/04/2013 - Present
Trustmont Financial Group, Inc. (GREENSBURG PA)
VA
12/07/2012 - 11/04/2013
SECURITIES AMERICA, INC. (GLEN ALLEN VA)
VA
07/24/2001 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (GLEN ALLEN VA)
VA
06/03/1980 - 11/02/2000
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
NA
08/02/1971 - 05/07/1980
FDI SECURITIES, INC.
IA
Issued 08/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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