Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Frederic Stevens is a financial advisor with Eversource Wealth Advisors, LLC in Green Valley, Arizona. William has been working in the financial services industry since February 1994 and has a wide range of experience in the field. He is registered to provide investment advice in Arizona and Texas. William is also a Registered Representative. William has also held positions with Raymond James Financial Services, Inc. and A. G. Edwards & Sons, Inc.
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.
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
AZ
12/09/2024 - Present
Eversource Wealth Advisors, LLC (Green Valley AZ)
AZ
04/07/2004 - 09/06/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREEN VALLEY AZ)
MO
02/28/1994 - 04/16/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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