Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerard Morse is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Mequon, Wisconsin. William has been in the industry since September 1986 and has a long history of providing investment advice and portfolio management. William holds the Series 7, 9, 10, 24, 53, and 63 licenses, as well as the Series 65 license and the SIE exam. William is also a Certified Financial Planner. William specializes in working with individuals, businesses, and pooled investment vehicles.
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.
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2
WI
03/16/2018 - Present
Stifel, Nicolaus & Company, Inc. (MEQUON WI)
WI
09/26/1986 - 03/16/2018
B. C. ZIEGLER AND COMPANY (MEQUON WI)
IA
Issued 03/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/01/2019
Series 4 - Registered Options Principal Examination
BC
Issued 05/27/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
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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