Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marion? Claim Your ProfileMarion Todd Pitts is a financial advisor with Truist Advisory Services, Inc. located in RICHMOND, VA. Marion has over 15 years of experience in the financial services industry. Marion is registered with the state of Virginia as both a broker-dealer and an investment advisor representative. Marion holds the Series 6, 7, 24, 26, 63, and 65 licenses as well as the SIE. Marion is also a board member for the Westhampton United Methodist Church Day School in Richmond, VA. Marion's specializations include financial planning, portfolio management for businesses and individuals, publication of periodicals, selection of other advisors, and wrap fee products.
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
10/22/2020 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
03/20/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
06/13/2008 - 09/12/2017
RBC CAPITAL MARKETS, LLC (RICHMOND VA)
VA
02/03/2005 - 05/07/2008
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
IA
Issued 11/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/26/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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