Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Shufflebarger is an investment advisor representative at Osaic Wealth, Inc., with over 20 years of experience in the financial services industry. William has a Series 7 and Series 66 licenses, along with the SIE exam. William has experience providing a variety of financial services including portfolio management, financial planning and educational seminars to clients. William has worked with various firms in the financial services industry including Signator Investors, Inc. and UBS Financial Services Inc. William is currently registered in several states, including Ohio, California, Florida, Indiana and Michigan.
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.
1
2
OH
11/02/2018 - Present
Osaic Wealth, Inc. (VANDALIA OH)
OH
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (VANDALIA OH)
OH
01/22/2004 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (VANDALIA OH)
NJ
06/19/2002 - 11/12/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 07/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Shufflebarger is the right advisor for you? Invested Better is here to help.
