Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Peter Lynch is a financial advisor with Stifel, Nicolaus & Company, Inc. William has been in the industry since 2012. William is registered with the state of Alabama and Texas and is a Certified Financial Planner. William's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Sterne Agee & Leach, 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
AL
04/11/2018 - Present
Stifel, Nicolaus & Company, Inc. (BIRMINGHAM AL)
AL
05/06/2016 - 05/15/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
NY
03/16/2011 - 11/20/2015
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
BOTH
Issued 05/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/14/2011
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
Not sure William Lynch is the right advisor for you? Invested Better is here to help.
