Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam T. Burgess is a financial professional with Stiefel, Nicolaus & Company, Inc. William has experience in the financial services industry since 2022. William's current role with Stiefel, Nicolaus & Company, Inc. is based in the ST. LOUIS, MO office. Prior to joining Stiefel, Nicolaus & Company, Inc., William was affiliated with T. Rowe Price Investment Services, Inc. in OWINGS MILLS, MD.
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
MO
04/12/2023 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MD
03/10/2022 - 08/02/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BC
Issued 03/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/20/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials 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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