Unclaimed
Ward Benedict Deklyn is an investment advisor representative with Truist Advisory Services, Inc. Ward has been in the industry since 1996. He has a Series 63, Series 65, Series 7, and Series 52TO licenses. Ward is registered with the state of Virginia as an investment advisor. He has a total of 4 approved state registrations. Ward has prior experience with BB&T Securities, LLC, Genworth Financial Securities Corporation, Hochman & Baker Securities, Inc., Capital Brokerage Corporation and Quick & Reilly, Inc.
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
06/22/2016 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (GLEN ALLEN VA)
IL
04/25/2002 - 08/28/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
CT
02/06/2004 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
VA
04/25/2002 - 02/02/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
05/24/1994 - 06/08/2001
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 12/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2013
Series 4 - Registered Options Principal Examination
BC
Issued 12/07/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ward Deklyn is the right advisor for you? Invested Better is here to help.