Unclaimed
Sarah Huey Vann is a financial advisor with Truist Investment Services, Inc. Sarah has been in the financial services industry since September 14, 2003. Sarah has a variety of experience in the financial services industry, having worked at several firms including BB&T Securities, LLC, BB&T Investment Services, Inc., BBVA Securities Inc., Country Capital Management Company, Signator Investors, Inc., and VALIC Financial Advisors, Inc..
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.
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.
1
2
AL
02/17/2021 - Present
Truist Investment Services, Inc. (MONTGOMERY AL)
AL
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (MONTGOMERY AL)
AL
05/21/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MONTGOMERY AL)
AL
01/07/2014 - 05/21/2014
BBVA SECURITIES INC. (MONTGOMERY AL)
AL
02/29/2012 - 01/08/2013
COUNTRY CAPITAL MANAGEMENT COMPANY (PIKE ROAD AL)
AL
06/10/2010 - 08/25/2010
SIGNATOR INVESTORS, INC. (MONTGOMERY AL)
AL
02/12/2001 - 05/11/2010
VALIC FINANCIAL ADVISORS, INC. (BIRMINGHAM AL)
TX
02/12/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 01/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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