Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wright Mays is a financial advisor associated with Truist Advisory Services, Inc. David has been working in the financial industry since June 7, 1996, and holds several licenses including Series 6, 7, 31, and 63 and is also a Certified Financial Planner. David has held a variety of roles in the financial services industry. David has registrations in multiple states and is able to provide advisory services to a wide range of clients including individuals, businesses, and high-net-worth clients. The firm has several advisory specialties including financial planning, portfolio management, and publication of periodicals.
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
GA
09/01/2017 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
RI
05/31/1996 - 12/01/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 09/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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