Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Graves is a financial advisor who has been in the industry since August 20, 2015. Robin is currently registered with Truist Advisory Services, Inc. and has been with the firm since February 2021. Robin is licensed in 50 states and the District of Columbia. Prior to joining Truist, Robin worked for BB&T Securities, LLC, PNC Investments, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robin has passed Series 66, Series 24, SIE, and Series 7 exams. Robin offers a range of financial services including financial planning, portfolio management for individuals and businesses, selection of other advisers, publication of periodicals, and wrap fee products.
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.
1
2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
02/26/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
08/15/2017 - 02/13/2018
PNC INVESTMENTS (CHARLOTTE NC)
SC
07/22/2015 - 07/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE SC)
BOTH
Issued 09/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robin Graves is the right advisor for you? Invested Better is here to help.
