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William Woodbridge

Truist Securities, Inc.

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About William Woodbridge

William Woodbridge is a securities professional with over 20 years of experience in the financial services industry. William is currently registered with Truist Securities, Inc., a FINRA-registered broker-dealer, and is licensed to sell securities in all 50 states. William has a broad range of experience in the financial services industry, including experience with NATWEST MARKETS SECURITIES INC., MITSUBISHI UFJ SECURITIES (USA), INC., RBS GREENWICH CAPITAL, and BANC OF AMERICA SECURITIES LLC. William holds the Series 7, Series 24, and Series 63 licenses. William has a strong track record of success in the financial services industry and is committed to providing clients with the highest level of service and expertise.

Firm Information

William Woodbridge 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 Woodbridge’s Registration & Firm History

NY

09/23/2021 - Present

Truist Securities, Inc. (NEW YORK NY)

CT

06/03/2009 - 09/20/2021

NATWEST MARKETS SECURITIES INC. (STAMFORD CT)

NY

04/20/2009 - 06/02/2009

MITSUBISHI UFJ SECURITIES (USA), INC. (NEW YORK NY)

CT

10/25/2004 - 03/25/2009

RBS GREENWICH CAPITAL (GREENWICH CT)

NY

02/07/2001 - 11/01/2004

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/16/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William Woodbridge.
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