Unclaimed
Brian Aker is a financial advisor with Truist Investment Services, Inc., working out of the Richmond, VA branch. Brian has been in the financial services industry since July 1997 and is registered with FINRA and the state of Virginia. Brian has a strong understanding of the financial markets and is dedicated to providing his clients with personalized financial advice.
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.
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.
1
2
VA
12/10/2019 - Present
Truist Investment Services, Inc. (RICHMOND VA)
VA
04/18/2008 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
10/01/1999 - 04/07/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NC
07/15/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 04/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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