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William Steven Ewers

Truist Advisory Services, Inc.

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About William Steven Ewers

William Ewers is a registered representative with Truist Advisory Services, Inc. William has been in the securities industry since 1999. William is licensed to offer securities in Delaware, District of Columbia, Florida, Maryland, New York, North Carolina, Pennsylvania and Virginia. William's specializations include fixed income securities, mutual funds, variable annuities, insurance and retirement planning. William is also a registered investment advisor in Maryland.

Firm Information

William Ewers is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Ewers’s Registration & Firm History

MD

08/18/2016 - Present

Truist Advisory Services, Inc. (BELAIR MD)

MD

09/15/2003 - 07/20/2011

ALLSTATE FINANCIAL SERVICES, LLC (FALLSTON MD)

NY

03/27/2002 - 07/07/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

MO

10/01/2000 - 05/31/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

11/02/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

MA

06/18/1999 - 07/30/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/18/1999 - 07/30/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MA

03/18/1998 - 03/29/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

03/17/1998 - 03/29/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/30/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 05/21/2002

Series 7 - General Securities Representative Examination

BC

Issued 02/23/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Steven Ewers. Review regulatory record here.
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