Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Steven Cairo is an investment advisor representative with Truist Advisory Services, Inc. William has been in the industry since 2000 and has a wide range of experience. William has held previous roles with several firms including Fifth Third Securities, Inc., Wachovia Securities, LLC, Colonial Brokerage, Inc., First Union Brokerage Services, Inc., and Prudential Securities Incorporated. William is registered to provide investment advisory services in Florida and Texas.
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
11/05/2024 - Present
Truist Advisory Services, Inc. (SARASOTA FL)
FL
09/20/2006 - 03/23/2007
FIFTH THIRD SECURITIES, INC. (CLEARWATER FL)
FL
09/07/2005 - 09/11/2006
WACHOVIA SECURITIES, LLC (OLDSMAR FL)
AL
09/17/2002 - 08/02/2005
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
MO
10/01/2000 - 08/23/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
05/03/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/06/1998 - 12/16/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 07/23/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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