Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sheldon Hart is a financial advisor with over 20 years of experience in the financial services industry. William is currently registered with Wealth Enhancement Advisory Services, LLC, and holds Series 6, 7, and 63 licenses. William is also a Certified Financial Planner™ professional. William has a strong background in retirement planning, investment management, and financial planning. William has a passion for helping individuals and families achieve their financial goals. William has worked with several financial institutions during the years including PURSHE KAPLAN STERLING INVESTMENTS, NATIONAL PLANNING CORPORATION, and FSC SECURITIES CORPORATION. William is dedicated to providing personalized service and helping clients make informed financial decisions.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
FL
09/05/2018 - Present
Wealth Enhancement Advisory Services, LLC (Jacksonville FL)
FL
03/31/2005 - 11/18/2014
PURSHE KAPLAN STERLING INVESTMENTS (JACKSONVILLE FL)
CA
09/20/1999 - 04/01/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
03/12/1993 - 09/20/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 06/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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