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Staci Shawn Warner

Truist Investment Services, Inc.

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About Staci Shawn Warner

Staci Shawn Warner is a financial professional with over 6 years of experience in the industry. Staci is currently registered with Truist Investment Services, Inc. and has been with the firm since February 2021. Staci has held previous roles at BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC. Staci holds the Series 6, Series 63 and SIE licenses.

Firm Information

Staci Warner is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Staci Warner’s Registration & Firm History

NC

02/17/2021 - Present

Truist Investment Services, Inc. (STATESVILLE NC)

NC

01/02/2018 - 02/17/2021

BB&T SECURITIES, LLC (STATESVILLE NC)

NC

05/25/2016 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (STATESVILLE NC)

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Licenses & Designations

BC

Issued 09/19/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Staci Shawn Warner.
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