Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Harrison McWilliams is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Columbia, Missouri. William McWilliams has been in the financial services industry since 2007. William McWilliams has passed the Series 7, Series 66, and SIE exams. William McWilliams is registered with the state of Missouri as an Investment Advisor Representative and has a number of other state registrations. Stifel, Nicolaus & Company, Inc. is an investment firm headquartered in St. Louis, Missouri with over 5,000 registered representatives and nearly 3,000 investment advisor representatives. The firm provides financial planning, pension consulting, and portfolio management services to 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.
1
2
MO
04/16/2015 - Present
Stifel, Nicolaus & Company, Inc. (COLUMBIA MO)
MO
01/29/2013 - 03/27/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (JEFFERSON CITY MO)
MO
09/05/2007 - 02/05/2013
WADDELL & REED, INC. (SPRINGFIELD MO)
BOTH
Issued 10/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
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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