Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Turkington Clarke is a financial advisor with Stifel, Nicolaus & Company, Inc. with over 38 years of experience in the industry. William holds Series 7, 9, 10, 24, 63, and SIE licenses and is registered in 22 states. William is able to provide financial planning, portfolio management for individuals and businesses, as well as pension consulting, educational seminars and selection of other advisors. William previously worked with STONE & YOUNGBERG LLC, SCOTT & STRINGFELLOW, INC., J. F. HARTFIELD & CO., INC., and J. J. KENNY CO., INC.
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
VA
09/30/2011 - Present
Stifel, Nicolaus & Company, Inc. (RICHMOND VA)
VA
01/06/2003 - 11/02/2011
STONE & YOUNGBERG LLC (RICHMOND VA)
VA
10/13/1988 - 01/06/2003
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NA
10/28/1986 - 09/14/1988
J. F. HARTFIELD & CO., INC.
NA
05/08/1985 - 10/30/1986
J. J. KENNY CO., INC.
BC
Issued 09/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/13/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative 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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