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VALERIE ANN CLAYTON
VALERIE A. CLAYTON, VALERIE CLAYTON, VALERIE A FLOREZ, VALERIE ANN FLOREZ
CRD#: 1945232
IA
B
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 4900 Ross Rd NW
Acworth, GA 30101
Acworth, GA 30101
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 409 HIGHWAY 53 E
CALHOUN, GA 30701
CALHOUN, GA 30701
0
Disclosures
33
Years of Experience
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State Registrations
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Alabama 2/17/2021
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North Carolina 2/17/2021
B
California 2/17/2021
B
Ohio 2/17/2021
B
Connecticut 2/17/2021
B
Pennsylvania 1/2/2023
B
Florida 2/17/2021
B
South Carolina 2/17/2021
B
Georgia 2/17/2021
B
Tennessee 2/17/2021
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Georgia 2/17/2021
B
Texas 2/17/2021
B
Indiana 2/17/2021
B
Utah 4/14/2022
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Louisiana 2/17/2021
B
Virginia 2/17/2021
B
Massachusetts 2/17/2021
B
West Virginia 2/17/2021
SRO Registrations
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Registered with this firm since 2/17/2021
IA
Registered with this firm since 2/17/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/02/2018 - 02/17/2021 | RICHMOND, VA | |
B | 01/02/2018 - 02/17/2021 | RICHMOND, VA | |
IA | 10/19/2005 - 01/02/2018 | KENNESAW, GA | |
B | 10/19/2005 - 01/02/2018 | KENNESAW, GA | |
B | 11/26/2003 - 10/21/2005 | BLOOMINGTON, IL | |
IA | 03/31/2003 - 11/07/2003 | ATLANTA, GA | |
B | 06/12/2000 - 11/07/2003 | NEW YORK, NY | |
B | 10/07/1998 - 06/15/2000 | ATLANTA, GA | |
B | 04/16/1997 - 09/17/1998 | ATLANTA, GA | |
B | 06/01/1995 - 11/06/1996 | NEW YORK, NY | |
B | 10/13/1993 - 06/15/1995 | WEEHAWKEN, NJ | |
B | 11/10/1992 - 04/21/1994 | ATLANTA, GA | |
B | 03/31/1992 - 09/17/1992 | BOSTON, MA | |
B | 12/21/1991 - 03/31/1992 | ||
B | 06/25/1991 - 12/05/1991 | NEW YORK, NY | |
B | 05/28/1991 - 08/13/1991 | GREENWOOD VILLAGE, CO | |
B | 11/13/1990 - 04/15/1991 | NEW YORK, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.