Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Adolph Steih is an investment advisor representative registered with Prime Capital Financial in Overland Park, Kansas. William has been in the financial industry since 2000 and has a wide range of experience in investment advisory and financial planning. William also has experience in providing insurance services. William has held previous registrations with several other firms including Private Client Services, LLC, Cambridge Investment Research, Inc., Investors Capital Corp., LPL Financial LLC, First Tennessee Brokerage, Inc., Princor Financial Services Corporation, and Manequity, Inc. William holds a Series 6, 7, 24, 63, and 65 licenses and has been recognized for his expertise in the industry. William is committed to providing his clients with personalized financial advice and guidance.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
07/27/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
TN
04/25/2018 - 12/01/2022
PRIVATE CLIENT SERVICES, LLC (FRANKLIN TN)
TN
05/13/2016 - 05/02/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (BRENTWOOD TN)
TN
01/20/2012 - 05/23/2016
INVESTORS CAPITAL CORP. (BRENTWOOD TN)
TN
08/11/2005 - 02/06/2012
LPL FINANCIAL LLC (NASHVILLE TN)
TN
11/04/2002 - 06/10/2005
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
IA
06/20/2000 - 07/16/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
09/21/1998 - 05/30/2000
MANEQUITY, INC. (BOSTON MA)
IA
Issued 05/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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