Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Shelley is a financial advisor currently registered with Vanguard Marketing Corp. William has been in the industry for approximately 6 months. William is a licensed Securities Industry Essentials (SIE), General Securities Representative (Series 7TO) and Uniform Securities Agent State Law (Series 63) representative. William is registered to provide investment advice in 53 states and the District of Columbia.
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
AZ
05/15/2024 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
BC
Issued 07/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure William Shelley is the right advisor for you? Invested Better is here to help.
