Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Schandorf Twum is an investment advisor representative with Truist Advisory Services, Inc.. William has been in the industry since July 11, 2012. William has Series 6, 7, 66, and SIE licenses. William has been registered with Truist Advisory Services, Inc. since March 22, 2023. William has previously worked with Wells Fargo Clearing Services, LLC and J.P. Morgan Securities 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
03/22/2023 - Present
Truist Advisory Services, Inc. (TALLAHASSEE FL)
FL
02/28/2020 - 02/28/2023
WELLS FARGO CLEARING SERVICES, LLC (TALLAHASSEE FL)
FL
10/15/2019 - 02/05/2020
J.P. MORGAN SECURITIES LLC (Tallahassee FL)
FL
06/26/2014 - 04/02/2019
J.P. MORGAN SECURITIES LLC (ORANGE PARK FL)
FL
04/04/2013 - 05/14/2014
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
FL
12/05/2011 - 02/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
09/07/2009 - 12/22/2009
METLIFE SECURITIES INC. (JACKSONVILLE FL)
BOTH
Issued 02/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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