Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Peterson is a financial advisor with Truist Advisory Services, Inc. David has been in the financial industry since 1987. David specializes in providing financial planning, portfolio management, and other advisory services to individual and business clients. David is registered with the state of North Carolina and Texas. Previously, David worked with BB&T Securities, LLC and Scott & Stringfellow, LLC.
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
NC
10/31/2022 - Present
Truist Advisory Services, Inc. (WINSTON-SALEM NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
05/05/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (WINSTON-SALEM NC)
VA
05/03/1996 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NC
09/24/1987 - 05/14/1996
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 06/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/16/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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