Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cary? Claim Your ProfileCary Daly is a financial advisor at Truist Advisory Services, Inc. Cary has been in the industry since 1993 and has held several positions at various firms. Cary is registered as a Registered Representative and Investment Advisor Representative with the state of Virginia. Cary's specializations include retirement planning, college savings, insurance and estate planning. Cary is committed to providing clients with personalized financial advice and helping 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
10/22/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
07/29/2020 - 06/29/2021
EQUITABLE ADVISORS, LLC (ROANOKE VA)
VA
07/25/2008 - 01/05/2010
FIRST CLEARING, LLC (GLEN ALLEN VA)
MO
07/25/2008 - 01/05/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
VA
11/01/2006 - 01/05/2010
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
VA
08/20/2003 - 03/16/2006
BI INVESTMENTS, LLC (GLEN ALLEN VA)
TX
04/10/2003 - 07/03/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MO
10/01/1999 - 05/17/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/09/1993 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 05/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 07/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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