Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Layman is a financial advisor with Truist Advisory Services, Inc. Elizabeth has been in the industry since 1991 and has worked at several firms, including BB&T Securities, LLC, Cary Street Partners, and First Clearing, LLC. Elizabeth is registered with the state of Virginia as a registered representative and investment advisor representative. Elizabeth holds a Series 7, 66, 24, and 53 license and has a specialization in investments, insurance, financial planning, and retirement planning. Elizabeth specializes in providing financial advice to individuals, corporations, and businesses.
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. (RICHMOND VA)
VA
04/07/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
10/08/2009 - 03/30/2016
CARY STREET PARTNERS (RICHMOND VA)
VA
02/05/1999 - 09/09/2009
FIRST CLEARING, LLC (RICHMOND VA)
NC
07/15/1991 - 02/05/1999
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 02/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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