Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Staci? Claim Your ProfileStaci Elizabeth Goins is a financial advisor with Truist Advisory Services, Inc. Staci has been in the financial industry since 2008. Staci has a Series 66 license and has passed the Series 7, Series 9, Series 10, and Series 4 exams. Staci has worked with BB&T Securities, LLC and Scott & Stringfellow, LLC in the past. Currently, Staci holds licenses in New York, South Carolina, and Virginia. Staci's firm, Truist Advisory Services, Inc. is a financial firm based out of Atlanta, Georgia. Staci Elizabeth Goins provides financial planning, portfolio management for businesses and individuals, and other services for clients.
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
03/22/2023 - Present
Truist Advisory Services, Inc. (MYRTLE BEACH SC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
10/13/2008 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
BOTH
Issued 12/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/17/2011
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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