Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wolfe is a financial advisor at Stonex Advisors Inc. with more than 30 years of experience in the financial industry. William specializes in financial planning and portfolio management for individuals and businesses. He has a strong track record of providing personalized financial advice to help clients achieve their goals. William has a deep understanding of the financial markets and a commitment to helping clients make informed investment decisions.
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
07/18/2016 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OK
09/23/1997 - 02/17/2011
SWS FINANCIAL SERVICES (TULSA OK)
TX
12/08/1994 - 09/24/1997
SOUTHWEST SECURITIES, INC. (DALLAS TX)
MO
09/19/1986 - 12/15/1994
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NA
12/31/1981 - 08/19/1986
DEAN WITTER REYNOLDS INC.
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/11/1982
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 10/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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