Best Investors Account Sign in
Inactive

William Gerard Shaheen

Whitney & Company

Rochester, NY

Claim This Profile
Current Employers
Whitney & Company

959 Panorama Trail S Suite 190, Rochester, NY 14625 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-18
TX RA APPROVED_RES 2014-02-05
  • NY RA
    APPROVED
    Since 2021-07-18
  • TX RA
    APPROVED_RES
    Since 2014-02-05

Branch Locations

959 Panorama Trail S Suite 190, Rochester, NY 14625 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Whitney & Company Rochester NY 01/1999 Present

View on SEC IAPD

Other Firms

MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
NOVEM GROUP
OSAIC WEALTH, INC.
EDELMAN FINANCIAL ENGINES
RISE ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
MARINER

Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

More in Rochester, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor