Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lyons Sonnett is a financial advisor with Truist Advisory Services, Inc. He is based in Atlanta, GA. William has been in the financial services industry since 1987. William has a wide range of experience, having previously worked with Jackson National Life Distributors, Inc., National Planning Corporation, Independent Financial Securities, Inc., Liberty Securities Corporation, Pamco Securities and Insurance Services, ISFA Corporation, and The Equitable Life Assurance Society of 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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2
GA
09/28/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
TN
09/04/1998 - 04/15/2004
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
11/17/1995 - 12/31/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NA
01/20/1993 - 03/10/1994
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
08/01/1991 - 01/28/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
01/18/1991 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
WI
02/12/1985 - 10/11/1989
ISFA CORPORATION (APPLETON WI)
NA
01/05/1982 - 10/27/1982
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 02/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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