Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Peavey is a financial advisor with over 29 years of experience in the industry. Robert is currently registered with Truist Advisory Services, Inc. and Truist Investment Services, Inc. Robert holds both Series 63 and Series 65 licenses, as well as a Certified Financial Planner designation. Robert specializes in retirement planning, financial planning, estate planning, and investment management.
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
02/18/2021 - Present
Truist Advisory Services, Inc. (VIRGINIA BEACH VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
09/15/2011 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (VIRGINIA BEACH VA)
VA
09/14/2004 - 09/13/2011
SUNTRUST INVESTMENT SERVICES, INC. (CHESAPEAKE VA)
MN
01/20/1993 - 09/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/20/1993 - 09/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/15/1993 - 03/29/1996
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
IA
Issued 06/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/17/2004
Series 4 - Registered Options Principal Examination
BC
Issued 02/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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