Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty? Claim Your ProfileBetty Deal is a financial advisor with Truist Advisory Services, Inc. located in Winston-Salem, NC. Betty has been in the financial services industry for over 20 years, working with a variety of clients. Betty is registered to offer investment advisory services in multiple states and holds several professional licenses, including Series 7, 9, 10, 31, 63, and 66. Betty Deal is committed to providing personalized financial guidance to help clients reach their financial goals. Betty has experience working with clients including high-net-worth individuals, corporations, and other businesses, charitable organizations, and individuals, as well as offering a variety of financial planning services including portfolio management.
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.
1
2
NC
11/16/2020 - Present
Truist Advisory Services, Inc. (WINSTON-SALEM NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/31/2007 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (GREENSBORO NC)
NC
06/15/2002 - 10/17/2007
WACHOVIA SECURITIES, LLC (GREENSBORO NC)
NC
05/14/2002 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 05/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Betty Deal is the right advisor for you? Invested Better is here to help.
