Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Rhodes is a financial advisor at Truist Advisory Services, Inc. William has been in the financial industry since 1984. William has a wide range of experience in the industry, having worked at several firms including Deutsche Bank Securities Inc., Lehman Brothers Inc., CS First Boston Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William holds the Series 3, 7, and 63 licenses. William is also a Registered Investment Advisor in Georgia, Louisiana, and Texas. William is committed to providing personalized financial advice to help clients achieve their financial goals.
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
GA
12/11/2020 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
09/06/2016 - 02/13/2017
RAYMOND JAMES & ASSOCIATES, INC. (Atlanta GA)
GA
12/04/2006 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (ATLANTA GA)
GA
06/11/1996 - 12/19/2006
LEHMAN BROTHERS INC. (ATLANTA GA)
NY
12/04/1992 - 06/10/1996
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NY
09/24/1984 - 12/07/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1994
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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