Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Allison is a financial advisor with Stifel, Nicolaus & Company, Inc. William has been in the financial services industry since 2001. William is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). William holds Series 7, 66, and SIE licenses. William specializes in providing financial planning and portfolio management services to individuals and businesses. William is also a member of the Certified Financial Planner (CFP) Board.
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
MS
08/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (GULFPORT MS)
MS
08/03/2001 - 08/14/2009
UBS FINANCIAL SERVICES INC. (GULFPORT MS)
BOTH
Issued 08/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
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 Allison is the right advisor for you? Invested Better is here to help.
