Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ellis Metz is an investment advisor representative at Truist Advisory Services, Inc., with over 34 years of experience in the financial services industry. Robert Ellis Metz has a strong track record of providing personalized financial advice and portfolio management services to individuals, businesses, and institutions. Robert Ellis Metz is licensed to provide investment advice in West Virginia and Texas. Robert Ellis Metz is also a registered representative with FINRA. Robert Ellis Metz is a well-respected financial advisor with a deep understanding of the investment markets.
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
WV
03/02/2021 - Present
Truist Advisory Services, Inc. (CHARLESTON WV)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
WV
09/17/2004 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (CHARLESTON WV)
MO
08/17/2001 - 10/04/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/15/1989 - 08/20/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/09/1988 - 09/16/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
07/20/1988 - 11/22/1988
FREEDOM FIRST SECURITIES, INC.
IA
Issued 10/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1994
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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