Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Timothy Self has been a financial advisor for over 20 years, working with clients in a range of areas. Currently, William Self is a registered representative with Stonex Advisors Inc. William Self previously worked with ProEquities, Inc. Allstate Financial Services, LLC, ING Financial Partners, Inc. and others. William Self holds Series 66, 24, 99TO, SIE, and 7 licenses. William Self's specializations include financial consulting services, financial planning, pension consulting, educational seminars, and portfolio management.
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.
Financial consulting services
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.
A percentage of the total value of assets under management is charged.
1
2
AL
02/28/2020 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
AL
08/28/2012 - 01/22/2020
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
10/26/2011 - 08/23/2012
ALLSTATE FINANCIAL SERVICES, LLC (DECATUR AL)
AL
10/27/2009 - 10/26/2011
ING FINANCIAL PARTNERS, INC. (MUSCLE SHOALS AL)
AL
06/22/2007 - 09/02/2009
AXA ADVISORS, LLC (MUSCLE SHOALS AL)
AL
08/04/2003 - 06/28/2007
METLIFE SECURITIES INC. (MUSCLE SHOALS AL)
AL
08/04/2003 - 06/28/2007
METROPOLITAN LIFE INSURANCE COMPANY (MUSCLE SHOALS AL)
VT
12/07/2000 - 10/02/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 02/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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