Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stemple is a financial advisor currently registered with Equitable Advisors, LLC. William has been in the financial services industry since December 6, 1987. William has a wide range of experience, having previously been registered with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Cigna Financial Advisors, Inc. William holds several licenses, including Series 6, 7, 22, and 63, and is a Certified Financial Planner. William's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. William currently has branch office locations in San Diego, CA.
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
CA
02/23/2024 - Present
Equitable Advisors, LLC (SAN DIEGO CA)
CA
06/01/1998 - 02/22/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (LA JOLLA CA)
IN
11/21/2001 - 03/29/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
12/07/1987 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 08/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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