Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Freddy? Claim Your ProfileFreddy Joe Williamson is a financial advisor with Truewealth Advisors, LLC, located in Trussville, Alabama. Freddy Joe Williamson has over 30 years of experience in the financial services industry and has been registered with the Securities and Exchange Commission since 1986. Freddy Joe Williamson has passed the Series 6, 7, 63, and 66 exams. Freddy Joe Williamson holds Series 6, 7, 63, and 66 licenses and is registered to conduct business in Alabama, Arkansas, Colorado, Florida, Georgia, Kentucky, Mississippi, South Carolina, Tennessee, and Texas. Freddy Joe Williamson is also a Registered Investment Advisor in Alabama. Freddy Joe Williamson specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Freddy Joe Williamson's services include financial planning, investment management, and insurance. Freddy Joe Williamson is a member of the National Association of Personal Financial Advisors and the Financial Planning Association.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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
AL
03/04/2021 - Present
Truewealth Advisors, LLC (Trussville AL)
NA
07/17/1986 - 03/25/1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BOTH
Issued 03/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Freddy Williamson is the right advisor for you? Invested Better is here to help.
