Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwight? Claim Your ProfileDwight McPherson is an investment advisor representative with Truist Advisory Services, Inc. located in Greenville, South Carolina. Dwight has over 17 years of experience in the financial services industry. Dwight holds the Series 7, 63, 65 and 24 registrations and is licensed in several states, including South Carolina, Florida, Georgia, Illinois, and North Carolina. Dwight is committed to providing personalized financial advice to individuals, families and businesses. Prior to joining Truist Advisory Services, Inc., Dwight was a financial advisor with BB&T Securities, LLC and BB&T Investment Services, Inc. in Richmond, Virginia, Atlanta, Georgia and Mount Pleasant, South Carolina.
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
12/11/2020 - Present
Truist Advisory Services, Inc. (GREENVILLE SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
12/21/2005 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ATLANTA GA)
BC
Issued 03/20/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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