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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mclarty jarratt Taylor is a financial advisor with Stifel, Nicolaus & Company, Inc. William has over 35 years of experience in the financial services industry. William has worked with clients in Memphis, Tennessee since 1990. Prior to joining Stifel, Nicolaus & Company, Inc., William worked at VINING-SPARKS IBG, LLC and ICBA SECURITIES. William is registered with FINRA and holds the Series 7, Series 24, Series 63, and Series 79TO licenses. William specializes in providing financial planning, portfolio management, and investment advisory services. William serves individuals, businesses, corporations, high-net-worth individuals, insurance companies, banking or thrift institutions, charitable organizations, pension and profit-sharing plans, 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
TN
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
01/01/1991 - 04/22/2022
VINING-SPARKS IBG, LLC (MEMPHIS TN)
TN
10/26/1990 - 12/18/2019
ICBA SECURITIES (MEMPHIS TN)
TN
10/31/1997 - 10/08/1999
COLLEGE & UNIVERSITY SECURITIES CORPORATION (MEMPHIS TN)
NA
09/12/1990 - 01/01/1991
VINING-SPARKS SECURITIES, INC.
NA
11/25/1987 - 10/01/1990
UNION PLANTERS INVESTMENT BANKERS GROUP, INC.
BC
Issued 12/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
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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