Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dickinson Linas is a financial advisor with over 15 years of experience in the industry. William currently works for Stifel, Nicolaus & Company, Inc. William has been registered as an investment advisor representative for the state of California since February 22, 2019 and also holds a resident investment advisor representative registration in the state of Texas. Previously, William worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. William has passed the Series 66, Series 7 and SIE exams and is registered in 28 states. William is also active in real estate and manages a rental property. William is a financial advisor who is dedicated to helping clients achieve their financial goals.
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
02/22/2019 - Present
Stifel, Nicolaus & Company, Inc. (IRVINE CA)
CA
08/09/2004 - 02/26/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)
BOTH
Issued 09/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2004
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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