Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jeremiah Shea is a financial advisor currently affiliated with MML Investors Services, LLC, and based out of Shelton, CT. William has been in the financial industry since November 2004. He has a Series 7, Series 63, and SIE licenses, as well as prior registrations with MSI Financial Services, Inc., Metropolitan Life Insurance Company, and ING Financial Advisors, LLC. William has a strong background in portfolio management for businesses and individuals, and is actively registered with the state of Connecticut.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
03/25/2017 - Present
MML Investors Services, LLC (SHELTON CT)
CT
09/21/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
09/21/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
CT
11/11/2004 - 09/20/2006
ING FINANCIAL ADVISERS, LLC (HARTFORD CT)
BC
Issued 09/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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