Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Gaylyn Timok is a financial advisor with over 16 years of experience in the industry. Susan is currently registered with Truist Advisory Services, Inc. in Richmond, VA. Susan's previous employment includes positions with BB&T Securities, LLC, Capital Brokerage Corporation, Wachovia Securities, LLC and First Clearing, LLC. Susan holds the Series 7, 9, 10, 24, 63 and 65 licenses. Susan is a financial advisor with a focus on the investment needs of individuals and businesses. Susan provides financial planning, portfolio management, and wrap fee product 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.
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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
10/25/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
04/08/2008 - 10/18/2016
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
MO
10/12/2005 - 03/24/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
08/30/2005 - 10/12/2005
FIRST CLEARING, LLC (ST. LOUIS MO)
IA
Issued 03/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/08/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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