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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sheehan is a financial advisor with Ameriprise Financial Services, LLC in Downers Grove, Illinois. William Sheehan is also registered in Texas. William Sheehan has been in the industry since March 22, 1985 and is affiliated with Ameriprise Financial Services, LLC since October 2009. Before joining Ameriprise Financial Services, LLC, William Sheehan was employed by Ameriprise Advisor Services, Inc., David A. Noyes & Company, and Morgan Stanley DW Inc. William Sheehan specializes in providing financial advice and investment management to individuals, high-net-worth individuals, businesses, corporations, trusts and estates, pension and profit-sharing plans, insurance companies, and charitable organizations. William Sheehan also has experience in asset allocation, financial planning, pension consulting, educational seminars, and portfolio management.
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 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.
1
2
IL
03/10/2010 - Present
Ameriprise Financial Services, LLC (DOWNERS GROVE IL)
IL
08/30/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NAPERVILLE IL)
IN
08/26/2005 - 08/31/2005
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
NY
03/23/1985 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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