Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Motley is a financial advisor who has been in the industry since 2008. Brooke is currently registered with Truist Advisory Services, Inc. Prior to joining Truist, Brooke was employed by BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC., Brooke holds the Series 7, Series 63, Series 65 and SIE licenses. Brooke specializes in retirement planning, estate planning, college savings and insurance planning. Brooke also provides financial planning and portfolio management for individuals and businesses. Brooke works with clients of all ages and income levels.
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
FL
02/17/2021 - Present
Truist Advisory Services, Inc. (SAINT PETERSBURG FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
06/26/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (SAINT PETERSBURG FL)
FL
07/14/2010 - 06/08/2017
WELLS FARGO CLEARING SERVICES, LLC (PALM BEACH FL)
NY
06/07/2007 - 03/31/2009
E*TRADE SECURITIES LLC (NEW YORK NY)
IA
Issued 08/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brooke Motley is the right advisor for you? Invested Better is here to help.
