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William Seward

Truist Securities, Inc.

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About William Seward

William Seward is a financial advisor who has been active in the industry since November 15, 2017. William is currently registered with Truist Securities, Inc. and has passed the Series 7TO, SIE and Series 79 exams. William is registered in all 50 states and the District of Columbia.

Firm Information

William Seward is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Seward’s Registration & Firm History

GA

11/16/2017 - Present

Truist Securities, Inc. (ATLANTA GA)

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Licenses & Designations

BC

Issued 12/11/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William Seward.
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