Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Metzger is a financial advisor at Truist Advisory Services, Inc. with over 25 years of experience in the industry. Warren has experience working with clients of various types including individuals, high-net-worth individuals, businesses, corporations, trusts, and retirement plans. Warren has worked with various financial institutions throughout their career. Warren has a strong track record of success in providing clients with a wide range of financial services, including financial planning, portfolio management, and investment advice. Warren is committed to providing clients with the highest level of personalized service and is dedicated to helping them achieve their financial goals.
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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PA
03/02/2021 - Present
Truist Advisory Services, Inc. (YORK PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
11/04/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (YORK PA)
PA
01/27/2010 - 11/03/2015
CETERA INVESTMENT SERVICES LLC (YORK PA)
PA
12/12/2008 - 01/21/2010
PNC INVESTMENTS (YORK PA)
PA
05/27/2008 - 02/02/2009
LPL FINANCIAL CORPORATION (YORK PA)
PA
03/28/2005 - 05/27/2008
IFMG SECURITIES, INC. (YORK PA)
MD
03/22/2004 - 03/18/2005
M&T SECURITIES, INC. (BALTIMORE MD)
MO
10/01/2000 - 03/17/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
04/08/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
08/28/1997 - 03/22/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 05/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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