Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Rakestraw is a financial advisor with Truist Advisory Services, Inc.. He has over 17 years of experience in the financial services industry. David holds the Series 7, Series 31, Series 63, and Series 65 licenses. He has a CFP® certification. David has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He offers a variety of financial planning and investment management services, including portfolio management, financial planning, and wrap fee products. David has also been registered 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
04/15/2021 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
07/19/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RALEIGH NC)
NC
01/29/2009 - 07/21/2010
BB&T INVESTMENT SERVICES, INC. (WILSON NC)
NC
02/21/2006 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (WILSON NC)
BC
Issued 02/28/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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