Unclaimed
Gavin Young Shuck is a financial advisor with Truist Advisory Services, Inc. Gavin has been in the industry since 1997. Gavin has worked for several firms including BB&T Securities, LLC and Scott & Stringfellow, LLC. Gavin holds a Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. Gavin provides financial planning services to individuals, businesses, and corporations. Gavin has worked at Truist Advisory Services, Inc. since 2021.
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
NC
04/15/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/09/2012 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (CHARLOTTE NC)
NC
10/01/2000 - 10/09/2012
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
06/09/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
05/27/1997 - 05/24/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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