William R. Magee
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Robert Magee JR, who also goes by William Magee, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1991. William had worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 17, 2013 - June 1, 2018
SHELLPOINT CAPITAL LLC
June 30, 1998 - May 22, 2006
C-BASS CAPITAL LLC
February 14, 1991 - June 24, 1996
CITICORP SECURITIES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
SHELLPOINT CAPITAL LLC
CRD#: 159433 / SEC#: , 8-68987
Contact information
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
