Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Moynihan is an active Registered Representative with Stifel, Nicolaus & Company, Inc. based in Succasunna, NJ. William has been in the financial industry since 1998. Prior to joining Stifel, Nicolaus & Company, Inc., William worked at WELLS FARGO ADVISORS, LLC and CITIGROUP GLOBAL MARKETS INC. William holds the following licenses and certifications: Series 7, Series 66, and SIE. William's areas of expertise include specializations such as providing financial planning, pension consulting, educational seminars, and selection of other advisors. William specializes in portfolio management for businesses, individuals, and pooled investment vehicles.
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.
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.
1
2
NJ
05/16/2024 - Present
Stifel, Nicolaus & Company, Inc. (SUCCASUNNA NJ)
NJ
02/20/2004 - 08/11/2015
WELLS FARGO ADVISORS, LLC (SPARTA NJ)
NY
01/29/2001 - 02/11/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/06/1998 - 01/31/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/30/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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