Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lavelle is a financial advisor with Stifel, Nicolaus & Company, Inc. William has over 30 years of experience in the financial industry. William specializes in providing investment advice to individuals, corporations, and institutions. William is registered with the Securities and Exchange Commission and is licensed to sell securities in Alabama, Illinois, Iowa, Kentucky, Maine, Massachusetts, Michigan, Missouri, New York, Oklahoma, Pennsylvania, Tennessee, Texas, and Virginia. William is committed to providing his clients with the highest level of service and expertise.
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.
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2
TN
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
04/21/2008 - 06/05/2015
STERNE, AGEE & LEACH, INC. (MEMPHIS TN)
TN
09/12/2006 - 05/15/2008
BEAR, STEARNS & CO. INC. (MEMPHIS TN)
TN
07/29/1991 - 09/26/2006
ICBA SECURITIES (MEMPHIS TN)
TN
07/29/1991 - 09/26/2006
VINING SPARKS (MEMPHIS TN)
BC
Issued 08/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1991
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
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