Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Becker is a financial advisor with Truist Advisory Services, Inc., in Charlotte, North Carolina. Samantha has been in the financial services industry since August 2019 and has been registered with Truist since February 2021. Samantha holds the Series 7, SIE and Series 66 licenses and has experience in providing financial planning, portfolio management, and other financial services.
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. (CHARLOTTE NC)
VA
08/06/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 11/6/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/6/2019
Series 7TO - General Securities Representative Examination
BC
Issued 5/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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