Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fedyna is an experienced financial professional with over 20 years in the industry. William is currently a Registered Representative at Stifel, Nicolaus & Company, Inc., where William has been since June 2015. Before joining Stifel, Nicolaus & Company, Inc., William worked at Sterne, Agee & Leach, Inc., Chapdelaine & Co., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William holds several professional licenses, including the Series 7, Series 24, Series 63, Series 79, and SIE. William specializes in providing financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles. William has a strong track record of 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
NY
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
01/19/2011 - 06/05/2015
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
NY
07/13/2009 - 01/06/2011
CHAPDELAINE & CO. (NEW YORK NY)
NY
06/30/2004 - 07/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/13/2000 - 09/16/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/30/2000
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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