Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Vollbrecht is a financial advisor with Truist Advisory Services, Inc. with over 15 years of experience in the financial services industry. Edward is registered with FINRA as a Registered Representative and is also a licensed Investment Advisor Representative. Edward offers financial planning, investment management, and other services to both individuals and businesses. Edward works in the Fredericksburg branch of Truist Advisory Services, Inc. Edward’s prior work experience includes positions at BB&T Securities, LLC, BB&T Investment Services, Inc. and Pruco Securities, LLC.
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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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (FREDRICKSBURG VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/12/2010 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (FREDERICKSBURG VA)
NJ
07/31/2007 - 07/09/2010
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 01/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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