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 registered representative with Truist Advisory Services, Inc., an investment firm headquartered in Atlanta, Georgia. Elizabeth has been working in the financial services industry since August 1991 and has a long history of providing investment advice to individuals and businesses. Elizabeth has held previous roles at BB&T Securities, LLC, Cary Street Partners, First Clearing, LLC, and Wheat, First Securities, Inc. In addition to her Series 7, Elizabeth is a Series 52TO, Series 99TO, Series 53, and Series 24 exam holder. Elizabeth specializes in providing a range of advisory services, including financial planning, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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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2
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 2/5/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/30/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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