Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Childs is a financial advisor with Truist Advisory Services, Inc. with over 25 years of experience in the industry. Robert has held previous positions at BB&T Securities, LLC, Morgan Stanley, and Raymond James & Associates, Inc. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 4, Series 7, Series 9, Series 10, Series 24, and Series 63 licenses, as well as the Uniform Investment Adviser Law Examination (Series 65). Robert provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and publication of periodicals.
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
GA
11/17/2020 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
VA
07/06/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
AL
06/01/2009 - 05/23/2016
MORGAN STANLEY (BIRMINGHAM AL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TALLAHASSEE FL)
FL
03/15/2007 - 04/02/2007
MORGAN STANLEY DW INC. (TALLAHASSEE FL)
FL
12/18/2000 - 03/21/2007
RAYMOND JAMES & ASSOCIATES, INC. (OCALA FL)
NY
06/11/1997 - 01/04/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 8/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 4 - Registered Options Principal Examination
BC
Issued 11/15/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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