Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kerry Ames is a financial advisor with Stifel, Nicolaus & Company, Inc. in Saint Joseph, Missouri. William has been in the financial industry since 2004 and holds Series 6, 7, 63 and 66 licenses. William has experience providing financial advice to a wide range of clients including individuals, businesses, and institutions. William specializes in portfolio management, financial planning, and pension consulting.
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
08/05/2020 - Present
Stifel, Nicolaus & Company, Inc. (SAINT JOSEPH MO)
MO
11/16/2004 - 07/15/2009
UVEST FINANCIAL SERVICES GROUP, INC. (ST. JOSEPH MO)
BOTH
Issued 05/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2004
Series 6 - Investment Company Products/Variable Contracts 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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