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William A. Shriner

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CRD#: 3212618
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Professional summary


William Anthony Shriner was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

William is a previously registered financial advisor and started their career in finance in 1999. Prior to being barred, William had worked at 4 firms, which includes UNION PLANTERS INVESTMENT ADVISORS INC., PFIC SECURITIES CORPORATION, FIDUCIAL INVESTMENT ADVISORS INC., RAYMOND JAMES FINANCIAL SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William A Shriner

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 29, 2002 - July 14, 2004

UNION PLANTERS INVESTMENT ADVISORS, INC.

RIA
CRD#: 111807
MOORESVILLE, IN
Past

November 1, 2002 - July 14, 2004

PFIC SECURITIES CORPORATION

BD
CRD#: 34941
FRANKLIN, TN
Past

May 24, 2002 - October 31, 2002

FIDUCIAL INVESTMENT ADVISORS, INC.

RIA
CRD#: 44792
INDIANAPOLIS, IN
Past

December 11, 2001 - October 31, 2002

FIDUCIAL INVESTMENT ADVISORS, INC.

BD
CRD#: 44792
COLUMBIA, MD
Past

October 27, 1999 - October 25, 2001

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/17/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current firm


No current employment

Red Flags


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Company Information


No current employment

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