Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bescher is an investment advisor representative with Truist Advisory Services, Inc. Donald has been in the securities industry since May 23, 1994. Donald holds licenses in several states, including Texas and Louisiana. Donald's previous experience includes roles at BB&T Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc. and Reynolds Kendrick Stratton, Inc. Donald has experience in financial planning, portfolio management for individuals and businesses, 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
TX
02/17/2021 - Present
Truist Advisory Services, Inc. (FORT WORTH TX)
VA
06/21/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
04/14/1997 - 06/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
NY
07/19/1994 - 04/30/1997
SMITH BARNEY INC. (NEW YORK NY)
NA
04/08/1994 - 06/02/1994
REYNOLDS KENDRICK STRATTON, INC.
IA
Issued 08/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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