Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Shoaf is a financial advisor with over 27 years of experience in the industry. William is currently registered with Wells Fargo Advisors Financial Network, LLC in Naples, Florida. William has previously held positions with Wells Fargo Clearing Services, LLC, Morgan Stanley, and Morgan Stanley & Co. Incorporated. William is also a Certified Financial Planner. William specializes in working with high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. William offers a variety of services including financial planning, portfolio management, investment consulting, and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
02/16/2024 - Present
Wells Fargo Advisors Financial Network, LLC (Naples FL)
FL
02/08/2013 - 02/15/2024
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
CT
06/01/2009 - 02/28/2013
MORGAN STANLEY (WESTPORT CT)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WESTPORT CT)
CT
01/26/1996 - 04/02/2007
MORGAN STANLEY DW INC. (WESTPORT CT)
IA
Issued 02/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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