Unclaimed
Tim Wielechowski is a financial advisor with Truist Securities, Inc. Tim has over 20 years of experience in the financial services industry. Tim is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 24, Series 63, Series 79TO, and SIE licenses. Tim is also registered with the state of North Carolina. Prior to joining Truist Securities, Inc., Tim was an advisor at LAZARD MIDDLE MARKET LLC and WELLS FARGO SECURITIES, LLC.
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
02/26/2021 - Present
Truist Securities, Inc. (CHARLOTTE NC)
NC
02/06/2020 - 11/16/2020
LAZARD MIDDLE MARKET LLC (CHARLOTTE NC)
NC
01/20/2004 - 12/12/2019
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NY
12/23/1999 - 04/16/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 02/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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