Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stewart Nowlin is a registered representative with Raymond James & Associates, Inc. William Stewart Nowlin has been in the industry since January 24, 2002. William Stewart Nowlin has Series 63, SIE, and Series 7 licenses. William Stewart Nowlin is registered in Alabama, Louisiana, New Mexico, Oklahoma, and Texas. William Stewart Nowlin was previously registered with MORGAN KEEGAN & COMPANY, INC. and FTN FINANCIAL SECURITIES CORP. William Stewart Nowlin provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Please see note in schedule d - miscellaneous
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
TX
10/08/2012 - Present
Raymond James & Associates, Inc. (DALLAS TX)
TX
04/19/2007 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
TX
12/19/2001 - 03/13/2007
FTN FINANCIAL SECURITIES CORP (DALLAS TX)
BC
Issued 03/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
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 Nowlin is the right advisor for you? Invested Better is here to help.
