Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Orlando Stone is a financial advisor with over 25 years of experience in the financial services industry. William is a registered investment advisor representative with Waverly Advisors, LLC. William has experience in providing financial planning and investment advice to individuals, families, and businesses. William is committed to helping clients achieve their financial goals through personalized advice and a comprehensive approach to financial planning. William has a proven track record of success in helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MS
04/02/2024 - Present
Waverly Advisors, LLC (RIDGELAND MS)
MS
04/27/2009 - 05/03/2024
PURSHE KAPLAN STERLING INVESTMENTS (JACKSON MS)
MS
06/08/2006 - 03/17/2009
STANFORD GROUP COMPANY (JACKSON MS)
MS
05/12/1997 - 07/07/2006
FSC SECURITIES CORPORATION (JACKSON MS)
MA
10/04/1995 - 05/05/1997
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
BOTH
Issued 01/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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