Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Cole Williams is a financial advisor with over 35 years of experience. Cameron has been with Stifel, Nicolaus & Company, Inc. since 2009. Prior to that, Cameron was with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc., and E.F. Hutton & Company Inc. Cameron has a variety of certifications including Series 3, 7, and 63 licenses. Cameron is also a Certified Financial Planner. Cameron holds a Series 65 license and is registered as an Investment Advisor Representative in Colorado and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
10/22/2009 - Present
Stifel, Nicolaus & Company, Inc. (GLENWOOD SPRINGS CO)
CO
06/01/2009 - 06/22/2009
MORGAN STANLEY SMITH BARNEY (DENVER CO)
CO
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/03/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/11/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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