Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Sheluck is a financial advisor who has been in the industry since January 18, 1998. William currently works for Alt Fund Distributors LLC and has been registered with them since July 1, 2021. William has passed the Series 63, Series 7 and SIE exams. William has previously worked for Franklin/Templeton Distributors, Inc., Franklin Templeton Financial Services Corp., OppenheimerFunds Distributor, Inc. and Prudential Securities Incorporated.
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.
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.
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2
NY
07/01/2021 - Present
ALT Fund Distributors LLC (NEW YORK NY)
CA
07/15/2019 - 10/13/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
03/30/2007 - 10/13/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NY
01/16/2001 - 04/09/2007
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
01/12/1998 - 08/08/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/14/1996 - 09/30/1997
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 09/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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