Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarke? Claim Your ProfileClarke Meredith Payne is a financial advisor who has been active in the industry since 2001. Clarke is currently registered with Truist Advisory Services, Inc. in Virginia Beach, Virginia. Clarke holds Series 6, 7, 63 and 66 licenses and is a Certified Financial Planner. Clarke has previously worked for BB&T Securities, LLC, BB&T Investment Services, Inc., SunTrust Investment Services, Inc. and Investors Security Company, Inc. Clarke has been registered with the state of Virginia since 2021.
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
02/17/2021 - Present
Truist Advisory Services, Inc. (VIRGINIA BEACH VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/11/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHESAPEAKE VA)
VA
07/07/2009 - 11/25/2009
BB&T INVESTMENT SERVICES, INC. (NEWPORT NEWS VA)
VA
02/02/2004 - 06/24/2009
SUNTRUST INVESTMENT SERVICES, INC. (WILLIAMSBURG VA)
VA
08/19/2002 - 03/21/2003
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
NC
08/17/1998 - 06/28/2001
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VA
01/26/1996 - 07/23/1998
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
11/14/1995 - 01/16/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
BC
Issued 08/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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