Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Shinn is a registered representative with LPL Enterprise, LLC. William is currently registered in Georgia and has been in the industry since May 2024. William has passed the Series 7TO, SIE, and Series 66 exams. William is affiliated with LPL Enterprise, LLC, and their main office is located in Fort Mill, SC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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GA
11/25/2024 - Present
LPL Enterprise, LLC (ATLANTA GA)
BOTH
Issued 07/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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