Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Ownbey is an investment advisor representative at Truist Advisory Services, Inc. Thomas is based in Charlotte, NC. Thomas has been in the industry since 2015 and has been registered with the state of North Carolina since 2021. Thomas is also registered as an Investment Advisor Representative in Texas. Thomas has been employed with Truist Advisory Services, Inc., previously Truist Investment Services, Inc. since 2021. Prior to that, Thomas was employed with BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC. Thomas has the following securities licenses: Series 6, 7, 66 and SIE. Thomas specializes in portfolio management for individuals and businesses.
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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2
NC
12/14/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
09/14/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 10/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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