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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Henry is a financial advisor at Stephens, a firm with offices across the United States. William has been in the financial industry since 2015, specializing in investment banking and research analysis. With experience at Lazard Frères & Co. LLC, BMO Capital Markets Corp., and Stephens, William is able to bring a diverse and comprehensive perspective to his clients. He is registered in Georgia and Arkansas, having passed the Series 7, 63, 79TO, 86, and 87 exams. William holds a strong understanding of both the investment banking and advisory sides of the industry. He is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
07/18/2023 - Present
Stephens (ATLANTA GA)
NY
09/04/2022 - 05/12/2023
LAZARD FRERES & CO. LLC (NEW YORK NY)
GA
04/15/2015 - 04/20/2016
BMO CAPITAL MARKETS CORP. (ATLANTA GA)
BC
Issued 08/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/01/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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