Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J Stevens is a financial professional with over 30 years of experience in the financial services industry. William is currently registered with Park Avenue Securities LLC, where he is an active member of the firm's Scottsdale branch office. William is also a Chartered Financial Consultant (ChFC). William has a diverse background and has held various positions at firms like Foresters Financial Services, Inc., Hornor, Townsend & Kent, Inc., and Guardian Investor Services Corporation. William is dedicated to providing financial guidance to a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations.
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.
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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AZ
08/25/2021 - Present
Park Avenue Securities LLC (SCOTTSDALE AZ)
NY
08/03/2018 - 01/02/2020
FORESTERS FINANCIAL SERVICES, INC. (NEW YORK NY)
PA
05/13/2009 - 12/31/2017
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
06/30/2006 - 04/15/2009
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
05/03/1999 - 06/14/2006
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/27/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
10/28/1985 - 11/05/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/28/1985 - 11/05/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 01/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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