Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert T. Lareau is a financial advisor with Truist Advisory Services, Inc., a firm with a strong history of providing clients with personalized financial advice. Robert has been a financial advisor for over 14 years and has a broad understanding of the financial markets. He is committed to helping clients achieve their financial goals through a variety of investment strategies. Robert's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Robert is also dedicated to providing educational resources and seminars to help clients learn more about financial planning.
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
02/17/2021 - Present
Truist Advisory Services, Inc. (CARY NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
01/04/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (APEX NC)
NC
04/20/2007 - 03/26/2008
METLIFE SECURITIES INC. (RALEIGH NC)
NC
04/20/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (RALEIGH NC)
BOTH
Issued 03/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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