Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Shinners is an active investment advisor representative who has been in the industry since 1985. Currently, William works at Raymond James Financial Services Advisors, Inc., and is registered in New Jersey. Previously, William worked at M. S. HOWELLS & CO., MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., PAINEWEBBER INCORPORATED, DEAN WITTER REYNOLDS INC., and DREXEL BURNHAM LAMBERT INCORPORATED. William is a licensed and registered professional with a proven track record in the financial services industry.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
06/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (MORRISTOWN NJ)
NJ
06/24/2019 - 06/30/2021
M. S. HOWELLS & CO. (MORRISTOWN NJ)
NJ
06/01/2009 - 09/20/2017
MORGAN STANLEY (MORRISTOWN NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)
NJ
07/09/1998 - 04/02/2007
MORGAN STANLEY DW INC. (MORRISTOWN NJ)
NJ
04/29/1992 - 07/13/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
12/01/1986 - 05/04/1992
DEAN WITTER REYNOLDS INC.
NY
02/24/1984 - 05/04/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/11/1986 - 12/12/1986
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 07/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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