Unclaimed
Brandan Elizabeth Williams is a financial advisor with Truist Advisory Services, Inc. based in RICHMOND, VA. Brandan Elizabeth Williams has been in the financial industry since 1997. Brandan Elizabeth Williams has worked at Truist Advisory Services, Inc., BB&T SECURITIES, LLC, and Scott & Stringfellow, LLC, and Scott & Stringfellow, Inc.. Brandan Elizabeth Williams is registered in 53 states and 1 district to provide securities and investment advisory services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
05/05/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
03/12/1997 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
BOTH
Issued 08/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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