Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Merrick Semans is a financial advisor with Truist Advisory Services, Inc. William has been in the financial services industry since November 1996 and has held prior positions at BB&T Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, and Alex. Brown & Sons Incorporated. William is a registered representative with FINRA and is registered in 19 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
NC
01/09/2023 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
08/03/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
12/05/2008 - 08/14/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINSTON-SALEM NC)
NC
01/17/2003 - 12/16/2008
UBS FINANCIAL SERVICES INC. (WINSTON-SALEM NC)
NY
01/13/2001 - 01/29/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
11/26/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 02/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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