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Will Taft

Stonex Financial Inc.

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About Will Taft

Will Taft is a registered representative with Stonex Financial Inc.. Will has passed the Series 7TO, Series 99TO, and SIE exams and has been in the industry since October 2021. Will is currently located in the Birmingham branch office.

Firm Information

Will Taft is currently registered with Stonex Financial Inc.. Stonex Financial Inc. is a Corporation that was formed on May 29, 1998 and is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

374

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Will Taft’s Registration & Firm History

AL

10/26/2021 - Present

Stonex Financial Inc. (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/26/2021

Series 99TO - Operations Professional Examination

BC

Issued 08/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Will Taft.
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