Unclaimed
Steadman Knight is an investment advisor representative with Truist Advisory Services, Inc. Steadman's career in the investment industry began in 2013. Steadman is currently registered with the state of Virginia and holds Series 6, 7, 63, 66 and SIE licenses. Prior to joining Truist Advisory Services, Inc. Steadman worked at BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC. Steadman has a history of providing financial services to individuals, high-net-worth individuals, corporations, and other businesses. Steadman specializes in providing financial planning and portfolio management 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.
1
2
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (WILLIAMSBURG VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
05/03/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (NEWPORT NEWS VA)
VA
01/01/2015 - 03/01/2016
EDWARD JONES (HAYES VA)
VA
05/16/2012 - 07/07/2014
NYLIFE SECURITIES LLC (WILLIAMSBURG VA)
BOTH
Issued 03/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steadman Knight is the right advisor for you? Invested Better is here to help.