Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Duval is a financial advisor with Truist Advisory Services, Inc. in McLean, VA. Thomas has been in the securities industry since December 14, 1993. He is licensed in 21 states and specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. Thomas also offers wrap fee products and financial profiling services. Thomas has a diverse employment history, having previously worked at WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WHEAT, FIRST SECURITIES, INC., and PRUDENTIAL SECURITIES INCORPORATED.
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
03/21/2022 - Present
Truist Advisory Services, Inc. (MCLEAN VA)
VA
04/18/2001 - 03/18/2022
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
NY
01/21/1997 - 04/17/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
08/30/1996 - 02/20/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
12/15/1993 - 09/09/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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