Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Atwell Stephens is a financial advisor with over 35 years of experience in the industry. William currently works with LPL Financial LLC and is registered in 11 states. William specializes in working with individuals and businesses to help them reach their financial goals. Previously, William has worked for firms like SII INVESTMENTS, INC., LINSCO/PRIVATE LEDGER CORP., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
02/14/2018 - Present
LPL Financial LLC (ANN ARBOR MI)
MI
08/15/1997 - 02/14/2018
SII INVESTMENTS, INC. (ANN ARBOR MI)
SC
01/09/1996 - 08/05/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
01/01/1984 - 01/08/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/01/1984 - 01/08/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/01/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 12/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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