Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steele is a financial advisor with Truist Advisory Services, Inc. Robert has been in the industry since 1998 and is licensed to provide investment advice in 52 states. Prior to joining Truist Advisory Services, Inc. in 2023, Robert worked for BB&T Securities, LLC, and BB&T Investment Services, Inc. Robert specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Robert can also provide wrap fee product and financial profiling services using desktop software.
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
05/09/2023 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
02/23/2021 - 06/29/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (CHARLOTTE NC)
NC
03/23/2000 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
ME
09/24/1999 - 06/01/2000
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
NC
02/20/1998 - 11/24/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 05/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 08/08/2017
Series 4 - Registered Options Principal Examination
BC
Issued 02/10/2017
Series 53 - Municipal 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 04/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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