Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Austin Stephan is a securities professional with over six years of experience in the financial services industry. William is currently registered with Blackstone Securities Partners LP, a firm that provides investment banking and securities brokerage services. Before joining Blackstone, William was a registered representative at AMG Distributors, Inc. and National Securities Corporation. William is licensed to sell securities in all states and holds the Series 7, Series 63, and SIE licenses.
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.
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2
NY
04/11/2022 - Present
Blackstone Securities Partners LP (NEW YORK NY)
CT
12/20/2019 - 01/27/2022
AMG DISTRIBUTORS, INC. (STAMFORD CT)
CT
07/26/2016 - 11/22/2019
NATIONAL SECURITIES CORPORATION (SOUTH NORWALK CT)
BC
Issued 08/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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