Unclaimed
Savannah Claire Stovall is a financial advisor with Duncan Williams Asset Management, LLC. Savannah has been working in the financial services industry since 2022. Savannah holds the Series 66, Series 7TO and SIE licenses. Savannah specializes in providing financial planning, pension consulting and selection of other advisors. Savannah has been associated with Duncan Williams Asset Management, LLC since 2024.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TN
12/05/2024 - Present
Duncan Williams Asset Management, LLC (MEMPHIS TN)
BOTH
Issued 02/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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