Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carey? Claim Your ProfileCarey Heywood is a financial advisor with Truist Advisory Services, Inc., with a focus on wealth management. Carey has been in the financial services industry since 2002. Carey's areas of expertise include portfolio management, financial planning, and investment advisory services. Carey holds a Series 7, Series 63, Series 66, Series 10, Series 23 and Series 24 licenses.
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)
MO
10/02/2006 - 11/29/2007
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
VA
11/11/2002 - 09/28/2006
CHARLES SCHWAB & CO., INC. (RICHMOND VA)
BOTH
Issued 03/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/24/2008
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 07/21/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/06/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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