Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Widney Hoge is a financial advisor with Truist Advisory Services, Inc. in Winston-Salem, NC. Brett has been in the financial services industry since 1999 and has experience in both investment advisory and brokerage services. Brett is licensed to provide financial advice in 45 states. Brett holds the Series 7, 9, 10, 31, 63, and 65 licenses, and the SIE exam. Brett has previously worked at BB&T Securities, LLC and Scott & Stringfellow, LLC.
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
04/15/2021 - Present
Truist Advisory Services, Inc. (WINSTON-SALEM NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
12/12/2008 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (WINSTON-SALEM NC)
NC
06/11/2002 - 12/15/2008
WACHOVIA SECURITIES, LLC (CLEMMONS NC)
IN
07/28/1999 - 05/24/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/08/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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