Individual Firm
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PATRICIA REED CENTENO
PATRICIA R. CENTENO, TRICIA R CENTENO, PATRICIA E REED, PATRICIA ELEANOR REED, TRICIA REED
CRD#: 2239528
IA
B
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 919 E MAIN ST
FL 7
RICHMOND, VA 23219
FL 7
RICHMOND, VA 23219
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 MANAKIN SABOT, VA
0
Disclosures
32
Years of Experience
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State Registrations
B
Missouri 4/26/2023
B
Virginia 11/10/2023
B
North Carolina 4/26/2023
IA
Virginia 11/10/2023
IA
North Carolina 5/9/2023
SRO Registrations
B
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IA
Registered with this firm since 5/9/2023
B
Registered with this firm since 4/26/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 04/14/2004 - 03/27/2023 | Saint Louis, MO | |
B | 04/13/2004 - 03/27/2023 | CHARLOTTE, NC | |
B | 06/09/2009 - 11/16/2016 | ST. LOUIS, MO | |
B | 10/07/2004 - 03/17/2008 | RICHMOND, VA | |
B | 12/01/1994 - 04/02/2004 | BALTIMORE, MD | |
B | 01/29/2001 - 08/18/2003 | WASHINGTON, DC | |
IA | 11/07/2001 - 12/10/2002 | NW SUITE 700 WASHINGTON, DC | |
B | 04/26/1993 - 04/18/1994 | PORTLAND, OR | |
B | 06/01/1992 - 05/10/1993 | OAKDALE, MN |
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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.