Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Garrett Ouzts is a financial advisor with Truist Advisory Services, Inc. William has over 30 years of experience in the financial services industry. William is registered to provide investment advice in 27 states and is also registered to provide securities services in those states. William's firm, Truist Advisory Services, Inc., has over 2000 registered representatives and specializes in financial planning, portfolio management, and publication of periodicals. The firm has offices located across the United States.
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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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (WILLIAMSBURG VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
09/21/2012 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (NEWPORT NEWS VA)
VA
05/06/2010 - 09/21/2012
MORGAN KEEGAN & COMPANY, INC. (RICHMOND VA)
VA
01/08/2010 - 05/06/2010
MICG INVESTMENT MANAGEMENT, LLC (NEWPORT NEWS VA)
VA
07/13/2001 - 01/08/2010
DAVENPORT & COMPANY LLC (NORFOLK VA)
MO
10/01/1999 - 07/17/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/12/1990 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 01/15/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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