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Tim Wielechowski

Truist Securities, Inc.

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About Tim Wielechowski

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.

Firm Information

Tim Wielechowski is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

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.

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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Tim Wielechowski’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Tim Wielechowski.
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