Unclaimed
Paul Nathan Deal is a financial advisor who has been in the industry since 2008. Deal is currently registered with Truist Advisory Services, Inc. in Richmond, VA. Deal has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, families, and businesses. Deal specializes in financial planning, portfolio management, and wealth management services. Deal is committed to providing personalized financial advice to help clients reach their financial goals.
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
02/23/2021 - 06/29/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
03/20/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
05/24/2001 - 09/15/2004
DAVENPORT & COMPANY LLC (RICHMOND VA)
BC
Issued 02/11/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2016
Series 57 - Securities Trader Exam
BC
Issued 03/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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