Unclaimed
Kyeonta Williams is a financial advisor at Truist Securities, Inc. Kyeonta has been in the industry since 2014 and has experience working at both Wells Fargo Securities, LLC and Wells Fargo Advisors, LLC. Kyeonta holds Series 7, 7TO, 99TO, 52TO, 63, and 66 licenses. Kyeonta Williams is licensed to provide advisory services in 52 states and territories, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
1
2
NC
08/30/2023 - Present
Truist Securities, Inc. (CHARLOTTE NC)
NC
03/22/2016 - 07/12/2021
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
12/23/2014 - 03/22/2016
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
BC
Issued 12/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2023
Series 99TO - Operations Professional 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
N
Nasdaq Stock Market
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