Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hendry is an active investment advisor representative at Stifel, Nicolaus & Company, Inc. with a strong background in financial services. William has been in the industry since 1984 and has held previous positions with JANNEY MONTGOMERY SCOTT LLC and KUHNS BROTHERS & LAIDLAW, INC.. William is registered with the following regulatory authorities: FINRA, MD, and TX. William specializes in providing investment advisory services to a wide range of clients, including individuals, businesses, high net worth individuals, and pooled investment vehicles.
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
MD
09/20/2017 - Present
Stifel, Nicolaus & Company, Inc. (FREDERICK MD)
VA
12/23/1987 - 03/09/2011
JANNEY MONTGOMERY SCOTT LLC (VIENNA VA)
NA
12/21/1984 - 01/20/1988
KUHNS BROTHERS & LAIDLAW, INC.
NA
05/04/1984 - 12/14/1984
ANDERSON & STRUDWICK, INCORPORATED
IA
Issued 07/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/28/1984
Series 6 - Investment Company Products/Variable Contracts 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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