Unclaimed
Stacey De Payne is a financial advisor with Truist Advisory Services, Inc. Stacey has been in the financial industry since 1998 and has a broad range of experience. Stacey is registered in 12 states, including South Carolina, North Carolina, Virginia, and Georgia. Stacey is a licensed securities professional, with FINRA Series 63, 66, and 7 licenses, and has a strong understanding of the financial markets. Stacey offers a variety of financial services, including financial planning, investment management, and retirement planning. Stacey is dedicated to helping clients achieve their financial goals.
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
SC
02/17/2021 - Present
Truist Advisory Services, Inc. (GREENVILLE SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
07/06/1998 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MAULDIN SC)
BOTH
Issued 08/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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