Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Dillard Williams is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Jack has been in the industry since May 2000, starting with a position at Synovus Securities, Inc. Jack has multiple licenses and certifications, including Series 7, 9, 10 and 66, and is also a Certified Financial Planner. Jack is also a licensed advisor in 22 states and has significant experience in investment advisory services for a variety of clients, including individuals, businesses, and charitable organizations.
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
GA
01/14/2020 - Present
Stifel, Nicolaus & Company, Inc. (COLUMBUS GA)
GA
05/16/2000 - 04/28/2006
SYNOVUS SECURITIES, INC. (NEWNAN GA)
BOTH
Issued 10/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/12/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
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
Not sure Jack Williams is the right advisor for you? Invested Better is here to help.
