Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Sadler is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Naperville, Illinois. William has over 40 years of experience in the financial industry. William is licensed to offer securities and investment advice in 21 states. William offers financial planning, pension consulting, and portfolio management for individuals and businesses.
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
IL
08/20/2007 - Present
Stifel, Nicolaus & Company, Inc. (NAPERVILLE IL)
IL
06/28/2001 - 08/27/2007
MESIROW FINANCIAL, INC. (OAKBROOK TERRACE IL)
NY
02/01/1984 - 07/27/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/10/1980 - 02/03/1984
DEAN WITTER REYNOLDS INC.
NA
04/27/1979 - 09/30/1980
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/01/1978 - 04/26/1979
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 05/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/1989
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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