Unclaimed
William Ralph Shiry is a financial advisor with over 17 years of experience in the financial services industry. He is currently registered with BDO Capital Advisors, LLC and holds a Series 7, Series 24, Series 63 and Series 79TO licenses. William has worked in previous roles at D.A. Davidson & Co. and McGladrey Capital Markets, LLC. William is registered in seven states, including Illinois, District of Columbia, Massachusetts, Michigan, Nevada, New Jersey and Ohio.
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
IL
07/31/2013 - Present
BDO Capital Advisors, LLC (CHICAGO IL)
IL
02/01/2012 - 04/11/2013
D.A. DAVIDSON & CO. (CHICAGO IL)
IL
02/09/2007 - 03/01/2012
MCGLADREY CAPITAL MARKETS, LLC (CHICAGO IL)
IL
06/20/2001 - 05/03/2002
ERNST & YOUNG CORPORATE FINANCE LLC (CHICAGO IL)
BC
Issued 08/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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