Unclaimed
Robert Hoyla is a financial advisor with Truist Advisory Services, Inc. Robert has been working in the financial services industry since 2006. Robert is registered with the state of North Carolina to offer investment advisory services. Robert has a Series 6, Series 7TO, Series 26, Series 63, and Series 65 licenses. Robert's previous firm was BB&T SECURITIES, LLC.
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
05/11/2020 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
IA
Issued 05/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 12/17/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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