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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 Shane Hunt is an investment advisor representative who has been active in the industry since 1999. William Shane Hunt currently works for Cetera Investment Advisers LLC. William Shane Hunt is registered in 13 states and holds the following licenses: Series 63, SIE, and Series 7. William Shane Hunt is a licensed agent, and an investment adviser representative. William Shane Hunt is also a partner in Wealthguardian, LLC, a holding company; and a consultant for Florida Doctor Magazine.
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.
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.
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2
FL
10/26/2020 - Present
Cetera Investment Advisers LLC (PONTE VEDRA BEACH FL)
FL
11/13/2007 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (PONTE VEDRA BEACH FL)
FL
11/03/2006 - 10/17/2007
INTERSECURITIES, INC. (JACKSONVILLE FL)
FL
12/11/2002 - 10/26/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IN
10/16/1997 - 12/06/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/16/1997 - 12/06/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 2/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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