Unclaimed
Brittany Cobb is a registered representative and investment advisor representative with Truist Advisory Services, Inc. Brittany has been in the financial services industry since 2017 and has been registered with Truist Advisory Services, Inc. since 2021. Previously, Brittany was a registered representative with BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC. Brittany holds the Series 66, Series 7, and SIE licenses and is registered to provide investment advice in Alabama. Brittany specializes in providing financial planning and investment advice to individuals, corporations, and other businesses. Brittany is committed to providing her clients with personalized financial advice and services to help them achieve their financial goals.
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
AL
02/17/2021 - Present
Truist Advisory Services, Inc. (ANNISTON AL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
AL
05/04/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ANNISTON AL)
BOTH
Issued 07/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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