Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sessoms is a financial advisor at TD Private Client Wealth LLC. William has been in the financial services industry since January 2001. William works with a variety of clients, including individuals, families, trusts, and businesses. William's focus is on providing financial planning and investment management services to help clients reach their financial goals. William is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor in 20 states. William is also a member of the Southern Off Road Bicycle - Cape Fear Chapter, where he serves as Treasurer.
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.
A percentage of the total value of assets under management is charged.
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2
NC
11/02/2021 - Present
TD Private Client Wealth LLC (WILMINGTON NC)
SC
12/04/2008 - 11/12/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MYRTLE BEACH SC)
NC
10/01/2000 - 08/19/2008
WACHOVIA SECURITIES, LLC (WILMINGTON NC)
NC
06/12/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 07/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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