Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drema? Claim Your ProfileDrema Kay Smith is a financial advisor with over 28 years of experience in the industry. Drema is registered with Truist Advisory Services, Inc., and has a Series 7, Series 63, and Series 66 license. Drema's previous firms include BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and PRUDENTIAL SECURITIES INCORPORATED. Drema's areas of specialization include retirement planning, college savings, estate planning, and insurance. Drema is committed to providing her clients with personalized financial advice and helping 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.
1
2
SC
02/17/2021 - Present
Truist Advisory Services, Inc. (NORTH MYRTLE BEACH SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
06/18/2003 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MURRELS INLET SC)
NY
12/16/1994 - 06/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/26/1994 - 12/21/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 08/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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