Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Robbins is an Investment Advisor Representative associated with Truist Advisory Services, Inc. Carol has been in the securities industry since February 28, 1994. Carol has passed the Series 63, Series 66 and Series 7 exams. Carol has also earned the Securities Industry Essentials Examination. Carol is registered with the state of Texas and Virginia and holds a state registration in 34 states. Carol has a strong background in financial planning and portfolio management. Carol works with a variety of clients including individuals, families, businesses, and trusts. Carol is committed to providing clients with personalized financial advice and guidance 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.
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VA
09/20/2016 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
03/01/1994 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
BOTH
Issued 12/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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