Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Russell Dyer is a financial advisor with over 20 years of experience in the industry. William has been registered with Truist Advisory Services, Inc. since 2007. William holds a Series 66 license and Series 7 and Series 26 licenses. William has a broad range of experience working with a variety of clients including individuals, corporations, businesses, trusts, and charitable organizations. William offers a wide range of services including financial planning, portfolio management, and educational seminars. William has been registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Indiana, Kansas, Kentucky, Maryland, Michigan, Minnesota, Missouri, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming.
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
01/14/2020 - Present
Truist Advisory Services, Inc. (LAKELAND FL)
FL
08/13/2004 - 06/11/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKELAND FL)
NJ
07/16/2002 - 09/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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