Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stafford is a financial advisor with Evercore Group LLC. William has been in the securities industry since 2013. William holds Series 7, 31, 63, 66, and 79 securities licenses. William has been registered with FINRA since 2016 and holds registrations in 37 states. William was previously employed at MORGAN STANLEY from 2011 to 2014.
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
08/26/2016 - Present
Evercore Group LLC (NEW YORK NY)
NC
10/04/2011 - 07/21/2014
MORGAN STANLEY (CHARLOTTE NC)
BC
Issued 09/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/22/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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