Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J.t. Repath is a financial advisor who has been in the industry since 2001. William is currently registered with Truist Advisory Services, Inc. William has experience at several firms, including Maxim Group LLC, Ferris, Baker Watts Incorporated, Brown Advisory Securities, LLC, and Deutsche Bank Securities Inc. William has obtained the Series 63, Series 7, and Series 65 licenses. William's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
1
2
FL
12/01/2016 - Present
Truist Advisory Services, Inc. (JUPITER FL)
MD
12/12/2006 - 04/29/2008
MAXIM GROUP LLC (BALTIMORE MD)
MD
07/28/2004 - 12/19/2006
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
MD
01/09/2003 - 07/09/2004
BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)
NY
10/23/2001 - 01/07/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
IA
Issued 8/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/8/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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