Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roslyn? Claim Your ProfileRoslyn Gizelle Ervin is a financial advisor with Truist Advisory Services, Inc. Roslyn has over 17 years of experience in the financial services industry. Prior to joining Truist Advisory Services, Inc., Roslyn worked at BB&T Securities, LLC in Richmond, Virginia, and Scott & Stringfellow, LLC in Charlotte, North Carolina. Roslyn holds the Series 7, Series 9, Series 10, Series 24, Series 52, Series 53, Series 63, Series 65, and Series 99 licenses. Roslyn is registered to provide investment advice in North Carolina and South Carolina. Roslyn provides financial planning, portfolio management for individuals and businesses, 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.
1
2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
01/02/2013 - 06/29/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
04/26/2004 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (CHARLOTTE NC)
IA
Issued 10/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 09/15/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Roslyn Ervin is the right advisor for you? Invested Better is here to help.
