Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Vestal is a financial advisor with over 20 years of experience in the industry. William is currently registered with D.A. Davidson & Co. and holds Series 7, Series 63 and Series 65 licenses. Previously, William was registered with Truist Investment Services, Inc. and BB&T Securities, LLC. William provides financial planning, portfolio management, and educational seminars to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
NC
10/19/2023 - Present
D.a. Davidson & Co. (Wilmington NC)
NC
02/17/2021 - 10/23/2023
TRUIST INVESTMENT SERVICES, INC. (WILMINGTON NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
07/20/2005 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (WILMINGTON NC)
NC
04/27/2004 - 08/01/2005
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 05/07/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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