Unclaimed
William Edgar Tienken is a financial advisor who has been in the industry since 1982. William is currently registered with Stifel, Nicolaus & Company, Inc. in Illinois and Texas. Previously, William worked with MORGAN STANLEY DW INC. in New York and A. G. EDWARDS & SONS, INC. in Missouri. William specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. William has a wide range of experience and is well-equipped to help clients meet 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
IL
07/28/2020 - Present
Stifel, Nicolaus & Company, Inc. (CHICAGO IL)
NY
12/05/2000 - 03/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
03/08/1989 - 12/06/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
08/24/1982 - 03/02/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 02/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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