Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Crawford is a financial advisor with Stifel, Nicolaus & Company, Inc. William has been in the securities industry since June 17, 1995. William is registered with Financial Industry Regulatory Authority (FINRA) and holds a Series 7 and Series 63 license. William has also passed the Securities Industry Essentials Examination (SIE) for FINRA. William is registered in 53 states, including Connecticut, New Jersey, New York, Ohio and Pennsylvania. William was previously employed by Eaton Partners, LLC, Robertson Stephens, Inc., and Paine Webber Incorporated.
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
CT
03/29/2018 - Present
Stifel, Nicolaus & Company, Inc. (STAMFORD CT)
CT
07/03/2001 - 03/29/2018
EATON PARTNERS, LLC (ROWAYTON CT)
CA
03/10/1999 - 04/20/2001
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NJ
11/17/1997 - 04/01/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
08/31/1993 - 04/12/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 07/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1993
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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