Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam O'Quinn is an investment advisor representative with Truist Advisory Services, Inc., a registered investment advisor. William has been in the securities industry since December 20, 1982, and has a wide range of experience in providing investment advice to individuals, businesses, and other institutions. William has worked with a number of firms throughout their career, including BB&T Securities, LLC, Scott & Stringfellow, LLC, and Scott & Stringfellow, Inc.. William is currently registered in Florida, Georgia, Kentucky, Maryland, Montana, North Carolina, South Carolina, Tennessee, Texas, and Virginia. William holds a number of professional designations, including Certified Financial Planner. William is also a Registered Principal with Truist Advisory Services, Inc., and has passed the General Securities Sales Supervisor, Series 10, and Series 9 exams. William provides a variety of investment advisory services, including 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.
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2
NC
04/15/2021 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
05/05/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RALEIGH NC)
VA
05/01/1992 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NC
05/03/1988 - 05/11/1992
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
12/21/1982 - 05/13/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 03/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/23/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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