Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Randall Pace is a financial advisor currently registered with Truist Advisory Services, Inc. Robert has been in the industry since 2005, working for several firms including BB&T Securities, LLC, SunTrust Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Robert is registered in over 50 states and has obtained his Series 6, Series 7, Series 63, and Series 66 licenses. He specializes in providing financial advice for individuals and businesses, including portfolio management, financial planning 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
04/03/2023 - Present
Truist Advisory Services, Inc. (SAVANNAH GA)
VA
10/10/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
01/04/2010 - 10/12/2017
SUNTRUST INVESTMENT SERVICES, INC. (SAVANNAH GA)
GA
10/23/2009 - 01/04/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)
GA
01/20/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAVANNAH GA)
MO
07/20/2005 - 01/10/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 05/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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