Unclaimed
Ray Schrecker jr. is a financial advisor with Truist Advisory Services, Inc. based in MT PLEASANT, SC. Ray has been in the financial services industry for over 20 years and is registered to provide investment advice in 27 states. Ray's areas of expertise include portfolio management for individuals and businesses, financial planning, and publication of financial periodicals. Ray is a registered representative of Truist Advisory Services, Inc. and has been with Truist since February of 2021. Prior to joining Truist, Ray was a financial advisor with BB&T Securities, LLC and Scott & Stringfellow, LLC.
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
SC
04/15/2021 - Present
Truist Advisory Services, Inc. (MT PLEASANT SC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
10/15/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (MT. PLEASANT SC)
SC
08/14/2000 - 10/22/2010
UBS FINANCIAL SERVICES INC. (CHARLESTON SC)
NY
09/11/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 09/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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