Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stoddart is a financial advisor with M Holdings Securities, Inc. located in Prairie Village, KS. William has been in the financial services industry since 1983. William has a Series 6, 7, 24 and 66 licenses. William is registered with FINRA. William specializes in providing financial planning and investment advice to individuals, corporations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
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2
KS
07/15/2019 - Present
M Holdings Securities, Inc. (Prairie Village KS)
KS
07/06/2015 - 08/12/2016
LPL FINANCIAL LLC (FAIRWAY KS)
KS
01/06/2014 - 04/14/2015
M HOLDINGS SECURITIES, INC. (OVERLAND PARK KS)
KS
04/27/2010 - 01/07/2014
NFP SECURITIES, INC. (OVERLAND PARK KS)
KS
01/03/2005 - 04/19/2010
PACIFIC SELECT DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
05/21/1997 - 12/31/2005
MUTUAL SERVICE CORPORATION (OVERLAND PARK KS)
MA
03/08/1996 - 08/07/1997
MANEQUITY, INC. (BOSTON MA)
GA
02/08/1996 - 06/04/1997
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
11/22/1994 - 02/12/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
10/24/1990 - 11/08/1994
MANEQUITY, INC. (BOSTON MA)
NY
04/01/1989 - 10/03/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
03/11/1983 - 03/29/1989
MANEQUITY, INC. (BOSTON MA)
CT
09/18/1986 - 09/19/1988
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
BOTH
Issued 07/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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