Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hooks is a financial advisor with Truist Advisory Services, Inc. Robert is a registered representative with both FINRA and the state of North Carolina. Robert has over 11 years of experience in the financial industry. Robert holds a Series 6, 7, 63, 66 and SIE licenses. Robert's primary focus is on providing financial planning, investment management and portfolio management services to individuals, families, and businesses. Robert has a strong track record of success in helping clients achieve 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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (ASHEVILLE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/28/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ASHEVILLE NC)
NC
09/09/2008 - 09/20/2010
WELLS FARGO ADVISORS, LLC (ASHEVILLE NC)
BOTH
Issued 12/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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