Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Curtis Blackwill is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 35 years of experience in the financial services industry. William has a broad range of experience providing financial and investment advice to a variety of clients including high-net-worth individuals, corporations, and institutions. William holds Series 6, 7, 63 and 65 securities licenses, as well as the SIE. William is also a member of the California Debt and Investment Advisory Commission.
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
CA
07/03/2014 - Present
Stifel, Nicolaus & Company, Inc. (MISSION VIEJO CA)
CA
08/27/1990 - 06/12/2014
CITIGROUP GLOBAL MARKETS INC. (COSTA MESA CA)
NA
02/01/1988 - 07/03/1990
WESTPAC POLLOCK GOVERNMENT SECURITIES INC.
NA
05/21/1987 - 10/31/1988
WESTPAC POLLOCK & CO. INC.
IA
Issued 03/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1986
Series 6 - Investment Company Products/Variable Contracts 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
Not sure William Blackwill is the right advisor for you? Invested Better is here to help.
