Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deidre? Claim Your ProfileDeidre Williams is an active investment advisor representative with Truist Advisory Services, Inc. Deidre has been working in the securities industry since April 30, 2015. Deidre has a Series 7, Series 63, and Series 66 license and the SIE exam. Prior to joining Truist Advisory Services, Inc., Deidre worked at Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Deidre is registered with the state of Florida.
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.
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2
FL
09/07/2022 - Present
Truist Advisory Services, Inc. (JACKSONVILLE FL)
FL
03/30/2020 - 07/22/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
03/05/2018 - 01/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
12/23/2014 - 01/25/2018
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 04/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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