Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Naylor Stant is a financial professional registered with Cambridge Investment Research Advisors, Inc. in Nashville, Indiana. William Stant has been a registered investment advisor since June 2015 and has experience in the financial services industry since August 1996. William has held previous positions with FINANCIAL WEST GROUP and WALL STREET FINANCIAL GROUP, INC. William is licensed in 10 states, and has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, the General Securities Representative Examination and the Investment Company Products/Variable Contracts Representative Examination.
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.
Solicitation fees from 3rd party money managers
1
2
IN
06/09/2015 - Present
Cambridge Investment Research Advisors, Inc. (Nashville IN)
IN
08/01/2001 - 06/01/2015
FINANCIAL WEST GROUP (NASHVILLE IN)
NY
06/30/1998 - 08/10/2001
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
MA
08/15/1996 - 07/08/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 01/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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