Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Vincent Sheehy is a financial advisor registered with LPL Financial LLC. William has been in the securities industry since May 18, 1986, and has a long history of experience in the financial services industry. William is registered with the state of New Jersey, Florida, and Texas. William has also worked with several other firms including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, John Hancock Distributors, Inc. and Transamerica Financial Resources, Inc. and Transamerica Securities Sales Corporation.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
03/08/2011 - Present
LPL Financial LLC (HAMILTON NJ)
IN
10/28/1991 - 02/11/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/28/1991 - 02/11/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
05/19/1986 - 12/03/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
CA
03/05/1990 - 12/31/1990
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
03/05/1990 - 12/31/1990
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
IA
Issued 04/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2013
Series 24 - General Securities Principal Examination
BC
Issued 05/17/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2000
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/04/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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