Unclaimed
Andrew Mitchell Braumann is a financial advisor with Truist Advisory Services, Inc. Andrew has been in the financial services industry since 2009 and is registered with FINRA and the state of Virginia. Andrew is also registered as an Investment Advisor Representative in Virginia. Andrew holds the Series 66 and Series 7 licenses, as well as the SIE. He is a Certified Financial Planner. Andrew has experience providing financial planning and investment advice to individuals, businesses, and corporations. Andrew also works as a Director for CVPath Institute, Inc., a medical research organization, and as a Member of the Audit Committee of Judicial Watch, Inc., an educational foundation.
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
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (MCLEAN VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
01/27/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (FAIRFAX VA)
VA
12/10/2008 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (FALLS CHURCH VA)
BOTH
Issued 05/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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