William Stephenson
Professional summary
William Stephenson, who also goes by Will Cullen Stephenson, William C Stephenson, William Cullen Stephenson, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
William is registered as a RR (Registered Representative) and started their career in finance in 2017. William has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Stephenson's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 18, 2025 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901October 19, 2021 - May 19, 2025
P.J. ROBB VARIABLE, LLC
October 19, 2017 - August 27, 2021
MML INVESTORS SERVICES, LLC
September 21, 2017 - August 27, 2021
MML INVESTORS SERVICES, LLC
March 8, 2017 - July 6, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/18/2025)
(6/18/2025)
Exams
FINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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