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William Steven Kafoure

Elevation, LLC

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About William Steven Kafoure

William Steven Kafoure is a financial professional registered with Elevation, LLC. William has over 2 years of experience in the financial services industry. William has passed the Series 7TO, Series 16, Series 63, Series 87 and the SIE exams. He is licensed in 23 states. William's previous employment includes positions at Colliers Securities LLC and Elevation, LLC.

Firm Information

William Kafoure is currently registered with Elevation, LLC. Elevation, LLC is a Limited Liability Company formed in December 2005 and is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Kafoure’s Registration & Firm History

NC

01/20/2023 - Present

Elevation, LLC (CHARLOTTE NC)

MN

01/03/2022 - 04/21/2022

COLLIERS SECURITIES LLC (MINNEAPOLIS MN)

NJ

10/28/2019 - 01/03/2022

ELEVATION, LLC (Englewood Cliffs NJ)

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Licenses & Designations

BC

Issued 12/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/2022

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/04/2021

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 10/28/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Steven Kafoure.
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