Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Patton-gooch is a financial advisor at Truist Advisory Services, Inc.. Eddie has been in the industry since 2003 and is registered with the state of Georgia as an Investment Advisor Representative. Eddie has a strong track record of providing financial advice to individuals and businesses. Eddie specializes in retirement planning, investment management, and insurance planning. Eddie is dedicated to helping clients 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
GA
09/19/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
01/02/2003 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
BOTH
Issued 03/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/14/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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