Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Moniz is an investment advisor representative with Truist Advisory Services, Inc., based in Orlando, Florida. William has been in the securities industry since August 29, 2002. Prior to joining Truist Advisory Services, Inc., William worked at PNC INVESTMENTS and BB&T INVESTMENT SERVICES, INC. William is registered in 50 states. William specializes in retirement planning, investment management, and financial planning services. William is committed to providing personalized financial advice to help clients achieve their financial goals.
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
FL
07/06/2017 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
11/23/2012 - 02/09/2016
PNC INVESTMENTS (ORLANDO FL)
FL
01/04/2010 - 11/13/2012
BB&T INVESTMENT SERVICES, INC. (MELBOURNE FL)
FL
05/02/2009 - 12/22/2009
CHASE INVESTMENT SERVICES CORP. (WEST MELBOURNE FL)
FL
06/21/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (MELBOURNE FL)
CA
06/16/2003 - 01/24/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NE
03/03/2003 - 06/12/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
CA
06/28/2001 - 03/11/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
OH
11/15/2000 - 05/25/2001
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
OH
04/20/1999 - 11/13/2000
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NY
09/30/1998 - 02/10/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 07/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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