Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kaye is a financial advisor with Truist Advisory Services, Inc. David has been in the financial services industry since 2004, and has been registered with Truist Advisory Services, Inc. since 2021. David is registered as a broker-dealer in Virginia and Texas. David is also registered as an investment advisor representative in Virginia and Texas. David has experience in providing financial planning, portfolio management for individuals and businesses, and other advisory services. David is committed to providing clients with personalized financial advice to help 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
02/17/2021 - Present
Truist Advisory Services, Inc. (Alexandria VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
10/03/2008 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (ALEXANDRIA VA)
VA
08/04/2005 - 10/07/2008
METLIFE SECURITIES INC. (FALLS CHURCH VA)
VA
08/04/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FALLS CHURCH VA)
MN
07/08/2004 - 08/02/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/08/2004 - 08/02/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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