Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Douglass is a financial advisor with Stonehaven, LLC. William has been in the industry since December 12, 2019. William holds the Series 63, Series 82TO, and SIE licenses. William is registered in Alaska, California, Connecticut, Delaware, Florida, Illinois, Kentucky, Massachusetts, New York, North Carolina, Oregon, Tennessee, Texas, and Washington. William was previously registered with Finalis Securities LLC and Hollister Associates, LLC.
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
11/10/2023 - Present
Stonehaven, LLC (NEW YORK NY)
NY
08/05/2021 - 11/13/2023
FINALIS SECURITIES LLC (NEW YORK NY)
SC
12/11/2019 - 08/02/2021
HOLLISTER ASSOCIATES, LLC (MOUNT PLEASANT SC)
BC
Issued 06/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2019
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 12/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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