Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bates Chappell is a financial advisor at Truist Securities, Inc. with over 20 years of experience in the financial services industry. William has a strong background in securities trading and investment analysis, and he is dedicated to providing personalized financial advice to his clients. William holds the Series 7, Series 63, Series 87, and SIE licenses, and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).
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.
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2
GA
10/03/2002 - Present
Truist Securities, Inc. (ATLANTA GA)
GA
07/27/2001 - 07/22/2002
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
03/07/2000 - 07/27/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
01/08/1999 - 02/25/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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