Unclaimed
Charles Redding is a registered investment advisor representative with Truist Advisory Services, Inc., licensed to provide advisory services in Virginia. Charles has been working in the financial industry since 2007 and has a combined 15 years of experience. Charles has passed the Series 63, 65, 7, 86, 87, and SIE exams. Charles is a registered representative of BB&T Securities, LLC and Truist Investment Services, Inc. Charles provides financial planning services to individuals, businesses, and trusts, and specializes in a range of investment strategies. Charles' current firm is Truist Advisory Services, Inc., a large financial services firm with a focus on providing comprehensive wealth management services to a variety of clients.
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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2
VA
03/24/2020 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
03/10/2021 - 06/29/2021
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
01/02/2013 - 03/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
09/16/2008 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
IA
Issued 02/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/31/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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