Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blair? Claim Your ProfileBlair Wilson Homesley is a financial advisor with over 30 years of experience in the industry. Blair is currently registered with Truist Advisory Services, Inc. in STATESVILLE, NC and has been with the firm since February 2021. Previously, Blair was a financial advisor with BB&T SECURITIES, LLC in RICHMOND, VA from January 2018 to February 2021 and BB&T INVESTMENT SERVICES, INC. in CHERRYVILLE, NC from July 1995 to January 2018. Blair specializes in providing financial advice to individuals, businesses, and institutions. Blair holds licenses in multiple states and is well-equipped to provide a wide range of financial services, including investment management, financial planning, and retirement planning.
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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (STATESVILLE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
07/03/1995 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHERRYVILLE NC)
NC
01/14/1993 - 07/03/1995
SOUTHERN NATIONAL INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
09/10/1991 - 01/19/1993
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
11/27/1987 - 10/02/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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