Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Blake Covey is a financial advisor at Truist Advisory Services, Inc. with over 17 years of experience in the industry. Brandon is registered with both FINRA and the state of Virginia. Brandon has a strong background in providing financial advice to individuals and businesses. Brandon is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and other financial services. Brandon's previous experience includes roles at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Ameriprise Financial Services, Inc.
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
VA
09/27/2016 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
11/23/2007 - 09/19/2011
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
VA
09/13/2006 - 11/01/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
VA
01/27/2006 - 08/14/2006
AMERIPRISE FINANCIAL SERVICES, INC. (RICHMOND VA)
BOTH
Issued 12/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon Covey is the right advisor for you? Invested Better is here to help.
