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Dale William Zamecki

Truist Advisory Services, Inc.

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About Dale William Zamecki

Dale Zamecki is a financial advisor in Ocala, FL with Truist Advisory Services, Inc.. Dale has been in the industry since 1997 and has been with Truist since 2016. Dale offers a variety of services including financial planning, portfolio management for individuals and businesses, and publication of periodicals.

Firm Information

Dale Zamecki is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dale Zamecki’s Registration & Firm History

FL

09/09/2016 - Present

Truist Advisory Services, Inc. (OCALA FL)

CA

06/10/2004 - 11/01/2005

WM FINANCIAL SERVICES, INC. (IRVINE CA)

NJ

08/18/1998 - 05/26/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

09/16/1996 - 12/24/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 10/04/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 09/13/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dale William Zamecki. Review regulatory record here.
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