Inactive

William Arthur Shaheen

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Current Employers

Whitney & Company

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-09-06

NY RA
APPROVED

Since 2021-09-06

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

Organization	City	State	From	To
Whitney And Company	Rochester	NY	01/2014	Present

01/2014 → Present

Whitney And Company

Rochester, NY

Other Businesses

Telesero - Software and Outsourcing business. CEO

Other Names

Billy Shaheen

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

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