William J. Shevlin
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 John Shevlin was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1995. William had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 28, 2002 - January 15, 2025
NEW CENTURY FINANCIAL GROUP, LLC
September 6, 1995 - December 26, 2024
OSAIC WEALTH, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
NEW CENTURY FINANCIAL GROUP, LLC
CRD#: 104553 / SEC#: 801-51232
Contact information
Regulatory assets under management
| Total Number of Accounts | 894 |
| AUM (Assets Under Management) | $ 192,850,635 |
Red Flags
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