Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Garrett is a financial advisor at Truist Advisory Services, Inc.. Robert has over 35 years of experience in the financial services industry. He is licensed to provide financial advice in all 50 states. Robert has a wide range of experience in providing financial advice to individuals, families, and businesses. He specializes in providing financial planning, portfolio management, and investment advice. Robert is committed to helping his 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
GA
10/12/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
NY
06/05/2013 - 03/27/2014
WORLD-XECUTION STRATEGIES (NEW YORK NY)
NY
05/22/2012 - 03/24/2014
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
GA
04/18/2005 - 04/17/2012
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
OH
12/11/2002 - 04/04/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
03/15/2001 - 11/22/2002
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
AL
09/04/1991 - 11/30/2000
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
TX
05/16/1991 - 09/04/1991
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NC
10/14/1988 - 05/17/1991
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
07/25/1984 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
BOTH
Issued 11/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/2/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 3/31/1989
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/21/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 7/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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