Unclaimed
William Connally is a financial advisor with Wilson Parker Connally Stephenson Inc., where he has been working since October 28, 1993. William has over 45 years of experience in the financial services industry. William holds multiple licenses, including Series 7, 8, 24, 63, 99, and SIE. William has been registered with the state of Texas since October 29, 1993.
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.
1
2
TX
10/28/1993 - Present
Wilson Parker Connally Stephenson Inc. (FORT WORTH TX)
NJ
04/03/1989 - 11/05/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/26/1977 - 04/15/1989
ROTAN MOSLE INC.
BC
Issued 09/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/08/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/16/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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