Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Peck is a financial advisor with Truist Advisory Services, Inc. David has been in the industry since April 28, 2003, and is registered in 24 states, including Florida, Louisiana, California, and Texas. David's primary area of expertise is in providing financial planning, portfolio management, and wrap fee products. David holds Series 66, Series 7, Series 24, and SIE 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
FL
01/23/2023 - Present
Truist Advisory Services, Inc. (WINTER PARK FL)
BOTH
Issued 06/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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