Unclaimed
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.
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.
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.
1
2
AL
10/26/2021 - Present
Stonex Financial Inc. (BIRMINGHAM AL)
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
Active
Inactive
F
FINRA
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