Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stokes? Claim Your ProfileStokes Keisler Shealy is a financial advisor registered with Truist Advisory Services, Inc.. Stokes has over 27 years of experience in the financial services industry. Stokes has a Series 6, 7, and 63 license, as well as the SIE and Series 65. Stokes also holds the Certified Financial Planner designation. Stokes specializes in financial planning, portfolio management for individuals and businesses, and provides wrap fee product and financial profiling services. Stokes is committed to providing clients with personalized financial advice and investment 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
SC
12/07/2021 - Present
Truist Advisory Services, Inc. (COLUMBIA SC)
VA
02/08/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
05/22/2009 - 02/15/2017
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA SC)
SC
10/08/2004 - 05/27/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (AIKEN SC)
MD
06/29/2001 - 10/20/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IN
11/18/1999 - 07/09/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
05/03/1999 - 11/23/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/14/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
07/17/1996 - 11/14/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
01/05/1996 - 05/14/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/4/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 1/4/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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