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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Williams is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. in Valdosta, Georgia. John David Williams has been in the industry since 2008 and has Series 3, 7 and 66 licenses, as well as the SIE exam. The individual advisor is also a Certified Financial Planner. The advisor specializes in a variety of areas including portfolio management for individuals, businesses and pooled investment vehicles, pension consulting, educational seminars, financial planning and selection of other advisors.
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
05/10/2021 - Present
Stifel, Nicolaus & Company, Inc. (VALDOSTA GA)
FL
04/23/2008 - 04/10/2018
UBS FINANCIAL SERVICES INC. (JACKSONVILLE FL)
BOTH
Issued 06/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2009
Series 3 - National Commodity Futures Examination
BC
Issued 04/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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