Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gladys? Claim Your ProfileGladys Klevgard has been a registered representative since 2001 and an investment advisor representative since 2013. Gladys has been with Truist Advisory Services, Inc. since February 2021. Prior to joining Truist, Gladys was with BB&T Securities, LLC, AXA Advisors, LLC, SunTrust Investment Services, Inc., and Capital Brokerage Corporation. Gladys has experience in providing financial planning, portfolio management for individuals and businesses, and other advisory services. Gladys holds the Series 7, Series 26, and Series 66 licenses.
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
06/12/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
02/14/2013 - 06/20/2014
AXA ADVISORS, LLC (RICHMOND VA)
VA
07/17/2007 - 02/25/2013
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
06/26/2007 - 07/02/2007
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
VA
11/25/2002 - 06/26/2007
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
MN
07/11/2001 - 10/07/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 11/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/23/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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