Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Peck is a financial advisor who has been in the financial industry since March 20, 2008. William has a current registration with Truist Advisory Services, Inc. He is registered as a Registered Investment Advisor in Florida. William Peck is also registered as a Registered Representative in Florida. Before joining Truist Advisory Services, Inc., William Peck worked at Cetera Investment Services LLC. He has also worked at SunTrust Investment Services, Inc. and Wells Fargo Advisors, LLC.
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
07/12/2022 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
02/04/2019 - 07/05/2022
CETERA INVESTMENT SERVICES LLC (ORLANDO FL)
FL
07/27/2012 - 01/10/2019
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
12/09/2010 - 07/27/2012
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
FL
03/14/2007 - 12/24/2009
WELLS FARGO ADVISORS, LLC (OVIEDO FL)
IA
Issued 08/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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