Unclaimed
Grayson Arthur Pruitt is a financial advisor with Truist Advisory Services, Inc. Grayson has been working in the financial services industry since 2011. Grayson is registered with the state of Tennessee. Grayson has been licensed with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC since 2015. Previously, Grayson worked with Northwestern Mutual Investment Services, LLC. Grayson's specializations include fixed income, mutual funds, variable annuities, investment advisory services, and retirement planning.
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
TN
11/10/2020 - Present
Truist Advisory Services, Inc. (MEMPHIS TN)
TN
01/05/2015 - 11/03/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MEMPHIS TN)
TN
10/04/2011 - 12/03/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MEMPHIS TN)
BOTH
Issued 03/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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