Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Orlo Jones is an investment advisor representative at Stifel, Nicolaus & Company, Inc.. William has been in the industry since 1978 and has been registered with Stifel, Nicolaus & Company, Inc. since 2009. William holds Series 7, Series 63 and SIE licenses and is registered in 22 states. William's specializations include securities, mutual funds, variable products, fixed insurance, and retirement planning. William has previously worked with Wachovia Securities, LLC and A. G. Edwards & Sons, Inc..
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
OK
07/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (TULSA OK)
OK
01/01/2008 - 04/29/2009
WACHOVIA SECURITIES, LLC (TULSA OK)
OK
11/27/1978 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TULSA OK)
BC
Issued 12/19/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Jones is the right advisor for you? Invested Better is here to help.
