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William Nathan Shorack

Transamerica Financial Advisors, Inc.

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About William Nathan Shorack

William Shorack is a financial advisor at Transamerica Financial Advisors, Inc. William has been in the financial services industry since 2000 and has experience in a number of areas, including portfolio management, securities trading, and insurance sales. William is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in Florida and Georgia.

Firm Information

William Shorack is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Shorack’s Registration & Firm History

FL

02/11/2013 - Present

Transamerica Financial Advisors, Inc. (FORT MYERS FL)

FL

04/30/2012 - 01/10/2013

AXA ADVISORS, LLC (FORT MYERS FL)

NY

05/30/2003 - 10/07/2004

TRILLIUM TRADING LLC (NEW YORK NY)

NJ

01/03/2003 - 06/03/2003

HEARTLAND SECURITIES CORP. (EDISON NJ)

CA

08/21/2002 - 12/09/2002

REDWOOD TRADING, LLC (SAN FRANCISCO CA)

NJ

03/01/2000 - 05/02/2002

HEARTLAND SECURITIES CORP. (EDISON NJ)

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Licenses & Designations

BOTH

Issued 04/25/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/03/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2012

Series 7 - General Securities Representative Examination

BC

Issued 03/29/2000

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for William Nathan Shorack. Review regulatory record here.
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