Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Martin Ogles is a financial advisor with over 12 years of experience in the industry. Currently, William is registered with Stifel, Nicolaus & Company, Inc., and works out of their Memphis, TN office. William has a strong track record of providing financial advice to individuals and families, and specializes in areas like retirement planning, college savings, and estate planning. Prior to joining Stifel, Nicolaus & Company, Inc., William worked at Vining-Sparks IBG, LLC and ICBA Securities, gaining valuable experience in the financial services industry. William holds Series 7, SIE, and Series 63 licenses.
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
TN
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
05/25/2010 - 04/22/2022
VINING-SPARKS IBG, LLC (MEMPHIS TN)
TN
09/02/2010 - 12/17/2019
ICBA SECURITIES (MEMPHIS TN)
BC
Issued 06/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2010
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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